Job Description
Member Support Specialist…
Essential Duties and Responsibilities
Evaluate, prioritize, and distribute inbound member submissions and emails to the appropriate Insurance Placement Specialist or Sales Center team for timely processing.
Process service requests promptly and efficiently, adhering to established procedures and guidelines.
Add and maintain appropriate documentation in Sales Center systems in support of members, staff, and carriers.
Responsible for monitoring shared email inbox traffic and workflows.
Coordinate with members and carrier partners to obtain any additional information necessary to complete policy service requests.
Responding to phone calls and voicemails with proper phone etiquette and professionalism when required.
Responsible for intake and management of paper mail and associated processing workflows.
Provide exceptional member experience by promptly addressing inquiries and resolving issues in a friendly, timely, and accurate manor.
Collaborate with colleagues to streamline processes and improve the efficiency of Sales Center customer workflows.
Successfully engage in multiple initiatives simultaneously.
Qualifications
High school diploma or equivalent.
Certification or education in office administration, property and casualty insurance, or customer service is a plus.
Ability to prioritize tasks and manage time effectively.
Highly proficient with Microsoft office products, customer relationship management (CRM) software, and email management systems.
Attention to detail and accuracy in handling service requests and maintaining documents.
Adaptability and resilience in handling high volumes of emails and member requests.
Familiarity with insurance policies and procedures is desirable but not required.
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