Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is part of Arrowhead Intermediaries, a global insurance distribution platform. They are seeking a Customer Service Representative to provide exceptional service to insureds, carriers, and partners by responding to inquiries and resolving issues related to coverage, claims, billing, and account information.

Responsibilities

• Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner
• Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates
• Maintain accurate and complete customer service notes and documentation in the CRM system
• Process client requests, policy changes, and updates received via phone, mail, or email
• Identify opportunities for process improvement and communicate recurring issues or suggestions to the Team Lead or Supervisor
• Follow established procedures to ensure compliance with company, client, and regulatory requirements, including HIPAA
• Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction
• Participate in ongoing training to maintain up-to-date knowledge of products, procedures, and systems
• Collaborate effectively within the team by sharing information, assisting peers, and contributing to a supportive and communicative environment
• Support departmental initiatives, quality reviews, and process enhancements
• Uphold a positive and professional demeanor that reflects the organization’s customer-centric culture

Skills

• High School diploma or equivalent
• 1 to 2 years of customer service experience ideally in a call center or similar environment
• Strong technical aptitude with ability to manage and transition between multiple systems, applications, and communication channels throughout the workday
• Follow established procedures to ensure compliance with company, client, and regulatory requirements, including HIPAA
• Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction
• Participate in ongoing training to maintain up-to-date knowledge of products, procedures, and systems
• Collaborate effectively within the team by sharing information, assisting peers, and contributing to a supportive and communicative environment
• Uphold a positive and professional demeanor that reflects the organization's customer-centric culture
• Insurance, healthcare, or financial services industry experience
• Life & Health license (IL)

Company Overview