Customer Service Representative in Walnut Creek, California

Description

Commercial insurance client is seeking a detail-oriented, customer-focused individual to join our team as a Customer Service Representative. The CSR will be responsible for providing exceptional service to our business clients, answering inquiries about policies, assisting with claims, processing requests, and ensuring a seamless experience for all customers. The ideal candidate will have a strong understanding of commercial insurance products and a passion for helping others.

This position is offered on a contract basis for 3-4 months to support their rapid growth. This is a fully remote position, but you must be able to work M-F, 9AM-5PM PST.

To be considered for this position you MUST have:

1) Current California Property and Casualty license as an agent or broker

2) Experience using TAM – Applied Systems software program

Key Responsibilities:

Customer Support: Respond promptly and professionally to inbound inquiries via phone, email, or chat, addressing clients’ questions about commercial insurance policies, claims, coverage options, and billing.

Policy Assistance: Assist clients in understanding their commercial insurance policies, providing explanations on coverage, terms, and conditions. Help with policy renewals, updates, and modifications.

Claims Management: Guide clients through the claims process, including helping them submit claims, gathering required documentation, and providing status updates. Ensure clients are informed of any necessary steps.

Problem Resolution: Address customer concerns and resolve issues promptly, ensuring a high level of customer satisfaction. Escalate complex issues to management or relevant departments when necessary.

Administrative Tasks: Accurately enter and maintain customer information and data in the system. Process payments, policy changes, and new policy requests as needed.

Retention and Up-selling: Work to retain business clients by providing personalized solutions. Recommend additional coverage or products based on customer needs to ensure they are fully protected.

Collaboration: Work closely with internal teams, including underwriters, claims adjusters, and sales, to provide efficient service and ensure a positive customer experience.

If you are interested in this Customer Service Representative position, and meet the listed requirements, please submit your resume for immediate consideration.

Requirements • Possesses skills in answering inbound calls, demonstrating the ability to handle customer queries promptly and efficiently.

• Experience in a call center customer service environment, showcasing excellent communication and problem-solving skills.

• Strong customer service skills, with an emphasis on maintaining positive customer relationships and ensuring customer satisfaction.

• Proficiency in data entry, with the ability to enter and update customer information accurately and swiftly.

• Ability to handle email correspondence professionally, ensuring timely responses and resolution of customer issues.

• Experience in handling both inbound and outbound calls, demonstrating a high level of efficiency and multitasking skills.

• Proficiency in Microsoft Excel and Microsoft Word, showcasing the ability to manage and organize data effectively.

• Experience in order entry, ensuring all customer orders are accurately recorded and processed.

• Ability to schedule appointments effectively, ensuring optimal time management and organization.

• Knowledge of property casualty insurance, demonstrating an understanding of industry standards and regulations.

• Experience in handling insurance claims, showcasing an understanding of claim processes and procedures. TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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