Loss Draft Client Service Representative
December 27, 2024
Description
• Provide internal and external customer service support including client relationship support • Handle complex questions or problems and serve as a first level escalation responder on customer issues • Manage a client specific inbox including inquiries from Financial Institutions, Account Management, and Loss Draft representatives • Resolve consumer complaints by providing time-lines and chronologies to the client • Review requests for exceptions to processing guidelines for approval • Present client specific information and identified trends in routine meetings • Manage policies and procedures documentation and compliance • Maintain presence in the research task queue for critical system tasks • Work department control reports including funds exceptions and balancing reviews • Handle review of Loss Draft funds exceeding representative authority threshold • Assist with escalated calls and complex issues for customer satisfaction • Be a subject matter expert on assigned clients
Requirements
• Bachelor’s Degree from an accredited college or four-year university preferred or equivalent experience • Minimum of three (3) years of insurance processing, insurance industry experience, banking, claims processing or customer service experience required • Existing knowledge base of Loss Draft processes • Experience in monitoring call center and workforce scheduling experience preferred • Strong telephone etiquette skills • Working knowledge of automated sales management tools, preferably SalesForce.com • Proficient Microsoft Office skills, including Word, Outlook, and Excel • Strong organizational and interpersonal skills • Excellent verbal and written communication skills • Proven ability to communicate with customers, clients, and senior management • Sit for long periods of time performing sedentary activities • Stand, stoop, and kneel to file for long periods of time
Benefits
• Competitive overall compensation package • Work/Life balance • Employee engagement activities and recognition awards • Years of Service awards • Career enhancement and growth opportunities • Leadership Academy and Mentor Program • Continuing education and career certifications • Variety of healthcare coverage options • Traditional and Roth 401(k) retirement plans • Lucrative Wellness Program
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🇺🇸 United States – Remote
💰 Secondary Market on 2019-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
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