Insurance Customer Service Representative
Paramount Equity Mortgage - Roseville, CA

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PEIS is looking for an administrative and customer-serviced focused professional to support our in-house, insurance brokerage. Responsibilities include, but not limited to:
  • Manage all customer insurance policy change requests
  • Process appropriate communications to past, current and future insurance customers
  • Track and manage customer billing notices
  • Cross sell additional product lines to existing clients (inside sales)
  • Capture and assign new lead prospects into the company’s database
  • Track and amend all mortgage billing changes
  • Open, route and scan all mail on a daily basis
  • Provide additional data entry, reporting and administrative support when needed
BENEFITS:
  • Medical, Dental, and Vision Insurance Plans for Employees and Family
  • Voluntary Term Life Insurance and Accidental Death and Dismemberment Insurance Plans
  • Voluntary Long-Term Disability Insurance Plan
  • Aflac Supplemental Insurance Plans
  • 401(k) Retirement Plan
  • Flexible Spending Accounts for Medical and Dependent Care (Cafeteria Plan / Section 125)
  • Section 529 College Savings Plan
  • Aggressive employee referral program that rewards you financially for referring top-performing employees (“Families Helping Families” Employee Referral Bonuses)
REQUIREMENTS:
  • 1 year of previous administrative/customer service experience with a P&C insurance company
  • High School diploma required
    • Bachelor’s degree from a 4-year college or university a plus
  • Proficiency with MS Office applications (Word, Excel, PowerPoint, Outlook, etc.)
    • Strong working knowledge of Applied System’s “The Agency Manager” (TAM) a plus
  • Excellent interpersonal, oral and written communications skills with strong attention to detail
  • Ability to handle competing priorities effectively and within established timeframes
  • High level of integrity and trust
  • Team-player with selfless attitude
  • Professional demeanor and attire
  • Must be in possession of an active Property and Casualty Insurance License with the California CA Department of Insurance

Paramount Equity Mortgage - 21 months ago - save job
About this company
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Paramount Equity Mortgage was founded in 2003, and we are committed to making a positive impact in the lives of our customers and the local...