Customer Experience Representative I chez None

The Customer Experience Representative will be instrumental in delivering outstanding support and assistance to agents, insureds, mortgage companies or any external or internal customer. This position encompasses a blend of clerical and technical accounting and underwriting tasks, including processing insurance policy payments, reconciling accounts, and addressing billing inquiries via phone and email. The role involves handling specific policy tasks and responding to general underwriting queries to support the underwriting department effectively.

 DUTIES & RESPONSIBLITIES

• Perform various clerical accounting tasks associated with primary accounting functions; processing payments, waiving fees, payment transfer, etc. 
• Deliver exceptional customer service via phone and email, addressing a diverse range of inquiries promptly and professionally.
• Assist agents encountering payment issues, system challenges, or questions.
• Review policy endorsements referred for completeness and risk acceptability; acquire additional information as necessary.
• Generate and utilize system-generated reports efficiently.
• Prepare reports, letters, and accounting forms using Microsoft Word, Document Manager, and Excel.
• Process financial data accurately within accounting software.
• Organize and maintain files as required.
• Performs other duties or special projects as required or assigned.

 SUPERVISION RECEIVED

Moderate supervision is received from the Customer Experience Manager

 QUALIFICATIONS

• Associates Degree plus one or more years of relevant experience, or a combination of education and experience from which comparable knowledge and skills are required.
• Basic bookkeeping and/or accounting knowledge and skills including completed courses desirable.
• Strong math skills.
• Previous insurance industry experience helpful.
• Customer service oriented.
• Prior telephone customer service experience preferred.
• Familiarity with computerized accounting systems and various software.
• Proficient typing/data entry and other general clerical skills.
• Ability to work effectively and cooperatively with a variety of company personnel, agents, insureds and others outside of the company.
• Excellent with PC applications, including Microsoft Outlook, Word and Excel.

PHYSICAL DEMANDS/WORKING CONDITIONS

• Hybrid work (50% in the office and 50% remote) is typically available with scheduling outlined by manager and if remote work environment and connectivity meet company requirements 
• Predominantly sedentary office position in a professional setting with high frequency of keyboarding/computer work and phone use.
• The physical demands are minimal and typical of similar jobs in comparable organizations. 
• The work environment is representative and typical of similar jobs in comparable organizations.