Job Title: Customer Service Representative 1
Location: Whitehouse Station, NJ
Duration: 6 Months
No. of Positions: 1
JOB DESCRIPTION The CSR supports the business goals of the NonMasterpiece and Manual team, providing service support for Client appointed agencies and internal Client partners. Policy changes are received via email requests. The team handles policies that are not system supported policies, which include renewals, quotes, new lines, and endorsements.
COMPETENCIES:- Work collaboratively with team members and business partners to provide quality experience for our agents
- Ability to work between the hours of 8am-5pm EST; in office
- Complete additional tasks and other projects/duties as assigned
- Ability to learn the basic concepts of personal lines insurance principles and Client products (home, auto, valuable articles/collectibles, flood, etc.)
- Assume ownership and timeliness in handling agent requests in an efficient, accurate and professional manner
- Processes and triage a diverse amount of email requests
- Perform various job functions or projects as assigned by team specialist or supervisor.
- Possess a strong math aptitude
- Demonstrate strong problem solving, Critical thinking.
- Accountability, detailed, and quality focused.
- Aptitude to analyze complex business and workflow issues
- Excellent written communication skills
- Flexibility to prioritize assigned work to adhere to department service level expectations
- Excellent time management and organizational skills; ability to handle multiple tasks, balance multiple priorities and work independently.
- All the work is processed manually: from creating folders, to rating the policy on excel sheets, to creating pdf files
- Entry level Insurance job
- Opportunity to show skill sets for other possible opportunities with Client
- Team Size: 4 people currently
REQUIRED SKILLS:- Knowledge of Microsoft Suite a plus (including Word-template use , Excel-data entry, PowerPoint-be able to view, no creation) a must
- Knowledge of Adobe (taking Excel and Word docs and creating pdf s, transfer docs and save) a must
- Proficient in computer skills (turn on and off, be able to create folders, open up files and rename if needed), multi-application navigation and multi-tasking
- Professionalism, accountability and taking personal pride in the handling of new business quotes, policy change requests and inquiries from our valued agency partners
- Personal Lines General Insurance Knowledge a plus, but not required
- Why does this need exist? Business Group & Key Projects
- Handles transaction requests on specific lines of business & Risk States for policies that are not system supported
- No key projects
- Backfill to resources allocated to projects
- Not an urgent need
TYPICAL DAY IN THE ROLE- +/- 1 hour per task
- Handles transactions requests from our Agents and issuing Renewal paperwork not system supported
- Independent work, once trained
- Possibility of Temp to Perm
TOP 3 MUST-HAVE SKILLS (level of experience with each Stack-ranked by importance (Technical or soft)
- Knowledge of Microsoft Suite a plus (including Word, Excel, PowerPoint)
- Knowledge of Adobe and creating pdf s
- Proficient in Computer skills & written communication skills
TOP 3 NICE TO HAVE skills (level of experience with each Stack-ranked by importance (Technical or soft)
- Personal Lines Insurance Knowledge a plus, but not required
- Possess a strong math aptitude
- Multitask between assignments
Please provide 3 pre-screening questions that you would like the supplier to ask the candidates and manager responses
Manager question and expected candidate response
Q. How do you use Excel in your current or previous roles?
Can you describe your experience with formulas, pivot tables, and filters?
R. Efficient with using excel. Have used excel to do xyz
I have know how to create formula s, use formatting tools, etc....
Manager question and expected candidate response
Q. What is your experience working with PDF documents?
Have you ever edited, merged, split, or converted PDF files?
R. Specific examples of pdf usage using pdf and what used for
Manager question and expected candidate response
Q. Do you have any experience working in Personal Insurance, particularly with
Auto line of business?