Customer Service Representative

About us:

For close to three decades, Union Insurance Group has designed its policies to specifically meet the unique needs of labor organizations. We insure more than 6,800 labor organizations across the country ranging from small Locals to Internationals.

Union Insurance Group is an equal opportunity employer. Beyond insuring working families, we are committed to giving back and supporting charitable organizations. For example, during our 25-year anniversary, staff participated in 25 different volunteer opportunities.

Job Summary:

Reporting to an Account Executive, the Customer Service Representative is a key member of our team structure, ensuring client data is accurate and reliable. Working alongside an Account Manager and Account Executive, the Customer Service Representative plays an important role by delivering exceptional customer service to protect working families and helping UIG grow and develop. The Customer Service Representative's day-to-day activities include internal interactions with UIG colleagues, external interactions with clients and underwriters, work within the management operating system, and ongoing education. Education is centered around increasing insurance knowledge and business acumen. Opportunity exists for a Customer Service Representative to move into an Account Manager position in the future.

Responsibilities:

• Develop and maintain customer confidence and satisfaction through email and phone interactions, as well as preparing documents for customer and underwriter review.
• Verify client risks and exposures are correctly matched to policy and initiating any required changes.
• Keep the team on track by assisting with applications and setting up renewal and pre-renewal files.
• Solve problems by working with clients and companies to resolve issues, acting as a liaison when necessary and referring unresolved customer grievances or complex customer interactions to senior team members.
• Be a steward of customer data through input and maintenance of client information such as recording customer interactions and transactions and detailing inquiries, complaints and comments.
• Participate in UIG growth and development by attending agency meetings and following agency guidelines with a continual focus on quality and accuracy.
• Perform other duties as assigned.

• High School degree or GED required.
• Experience in an administrative or customer service role, preferably in a labor or insurance related organization.
• Experience using technology and willingness to learn.

• Detail orientated.
• Customer service orientated.
• Excellent written and verbal communication skills.
• Excellent organizational skills.
• Ability to interact professionally with a wide range of constituencies, including clients, insurance companies and labor leaders.
• Ability to maintain composure and a friendly professional demeanor in a fast-paced environment setting serving a wide-range of customers and companies.
• Ability to work under pressure, handle multiple tasks simultaneously and meet deadlines.
• Ability to exercise discretion due to confidential nature of the work.
• Ability to use technology for communication, presentation and development. Competent with MS Office products.

• Health Insurance
• Dental
• Vision
• Long Term Disability
• Group Life
• 401K Retirement Plan
• Insurance education and designation expense reimbursement
• Incentives for obtaining insurance designation
• Support for professional development