Risk Advisor/Customer Service Specialist II
Fort Washington, PA
Must be a US Citizen or Green Card holder.
- Life, Accident & Health license required and P&C license required
- Demonstrated skills and abilities to be goal-oriented and solve complex issues
- Learn multiple products to support revenue growth for program business
- Possess excellent written communication skills for customer correspondence
- Ability to provide excellent quality service to customers
- Demonstrated ability in handling details and key follow up capability
- Strong MS Office (Word, Excel and PowerPoint) skills required.
- Reporting tools experience- - Analytical experience; reviewing and analyzing report data
- Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
- Strong communication, organizational and interpersonal skills
- Ability to work independently and as a team member.
RESPONSIBILITIES:
- Handle inbound and outbound calls via 800 lines
- Respond to customer communication via an email management tool
- Maintain service, quality and timeliness standards
- Support On the Job Training/new hire onboarding
- Utilize quality monitoring programs in Sales/Service
- Support implementation of production standards in Sales/Service and cross department as assigned.
- Determine customer requirements and expectations in order to recommend specific products and solutions
- Interact with other departments on various projects including new programs, products and technology
- Lead or participate in special projects as needed
- Prepares and reviews operational reports as needed.
Requirements
1. Bachelor’s Degree preferred, or commensurate work experience
2. Life, Accident & Health license required and P&C license required
3. Four or more years’ experience in sales/customer service supporting multiple Life and Health insurance products
4. Preferred is a candidate with a minimum of LAH licensing and variable lines product experience
5. Strong MS Office (Word, Excel and PowerPoint) skills required.
6. Reporting tools experience- - Analytical experience; reviewing and analyzing report data
7. Must be a US Citizen or Green Card holder.