9 дней назад
Underwriting Customer Service Representative (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Underwriting Customer Service Representative (Insurance): Providing customer service and clerical support for an underwriting department with an accent on application follow-up, documentation, data entry, and premium calculations. Focus on handling applicant and agent communications, processing application requirements and payments, and maintaining accuracy during high-volume periods.
Location: Clearwater, Florida, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus.
What you will do
- Provide prompt and courteous customer service support for the Underwriting Department.
- Answer, document, and make phone calls to verify application information with applicants and agents.
- Prepare letters and agent portal messages regarding amendments, additional requirements, declines, withdrawn applications, and application or policy issues.
- Follow up on pending requirements, application issues, agent problems, stop payments, returned checks, and overpayments.
- Process check requests, additional cash with applications, application records, and database updates.
- Support data entry and quality control processes during high-volume periods while maintaining accuracy and timely processing.
Requirements
- High school diploma or GED equivalent.
- Up to two years of customer support experience.
- Strong phone-handling, active listening, communication, and documentation skills.
- Familiarity with Microsoft Office products and the ability to perform basic mathematical calculations.
- Ability to multitask, prioritize work, manage time effectively, and adapt to different people and tasks.
- Reliable transportation, punctuality, scheduled-shift availability, rotating schedule flexibility, and willingness to work overtime as needed.
Nice to have
- Background in medical insurance.
- Agent license without active appointments.
Culture & Benefits
- Family-like work environment with daily support and career development opportunities.
- Fast-paced, high-growth company environment.
- Competitive compensation package and benefits for employees and their families.
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