Customer Service Rep - CA04012026

Job Title: Customer Service Representative - Service Department

Department: Customer Service

Summary: Responsible for responding to inquiries from policyholders, carriers, and/or account managers for information and assistance regarding cancellations and audits by performing the following duties.

Duties and Responsibilities include the following. Other duties may be assigned.

1. Maintains, updates, and aids existing client policy accounts.*

2. Manages, receives, and transfers inbound calls from current clients and brokers.*

3. Answers questions about products, the company, and issues with accounts for clients and/or brokers.*

4. Performs account maintenance, documents activities, and follows-up to gather complete information including all subjectivities with the client and carrier when necessary.*

5. Processes all endorsements, policy information, invoices, and payments and follows up if necessary to answer all questions and concerns.*

6. Performs other job duties as they may be assigned including but not limited to processing LPR's, audits, cancellations, and billing.*

7. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Outlook, and Microsoft Excel.

Education/Experience:

High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills and Other Abilities:

• Time management
• Oral and written skills
• Fastpaced environment
• Team player
• Multitask
• Prior Insurance industry experience, preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, and use hands. The employee is frequently required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

About Paramount Exclusive Insurance Services Inc

Paramount Exclusive Insurance Services Inc. is recognized as a leading provider as a one-stop insurance brokerage based in CA and provides services throughout the US. We have built a reputation and relationships with the insurance carriers of unparalleled knowledge, expertise, and service which allow us to provide our clients with the most competitive rates in the industry. Paramount has a target marketing strategy that helps businesses analyze their insurance needs. We provide all lines of insurance for Businesses, Individuals, and Families. We offer prompt service, reliability, convenience and financial stability. This exceptional balance of value, strength and service sets Paramount apart from other insurance companies. Whether you need coverage for your business such as Workers Compensation, General Liability, Commercial Auto or Personal Auto, Home, Umbrella or Health, Paramount has the policy that fits your needs.