Job ID: JK0002
Fortegra Financial is looking for a Customer Service Representative for our Pacific Benefits Group Contact Center. This role provides support to help in the effectiveness of the company and the acquisition and retention of clients by facilitating clear communication and accuracy of all insurance applications and correspondence in accordance with Pacific Benefits Groups's standards.
Primary Job Functions
Take client applications for all companies and plan types Pacific Benefits Group markets, while maintaining a professional demeanor with the client.
Update all necessary databases upon completion of the application, verifying all information is correct, add necessary information to notes section and advance the policy status to the correct designation.
Upload all client applications to the documents section of the client's Client Relationship Management (CRM) profile.
Maintain contact with agent after completion of all applications, advising of completion and/or issues that arise throughout the application process.
Complete any additional tasks assigned to you by management and/or co-workers in need of assistance.
Education and Skill Requirements
High School Diploma or Equivalent
2 years in customer service
Excellent communications skills, both verbal and non-verbal
Proficiency with computers, Microsoft office (word, excel)
Ability to type a minimum of 40 wpm
Highly organized, able to multi-task effectively without losing focus.
Ability to work effectively in a team environment
Positive attitude, professional disposition and punctuality is a must
Efficient problem-solving, negotiation and time management skills
Acute attention to detail, maintaining thoroughness and accuracy
Excellent interpersonal skills with a strong customer focus
Determined self-starter that can work with minimal supervision
Full time position with Benefits. Relocation is not available for this role.
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