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AF - Group · 2 hours ago

Customer Service Assistant - California

United States

Full-time

Remote

New Grad, Entry Level

$34K/yr - $57K/yr

AF - Group is a Retail Truck Insurance Agency focused on delivering excellent customer service. The Customer Service Assistant will assist clients through phone and email communications, perform administrative tasks, and support the service of current and potential clients.

Health CareInformation TechnologyInsurance

Comp. & Benefits

Responsibilities

Take client phone calls and communicate policy change requests to Team Members

Issuing Certificates of insurance for our clients

Inputting potential business in our core C1 system as well as various online platforms

Creating of policy files in Image Right System

Daily / weekly filing of correspondence to Image Right System

Process client payments in C1 system, assisting with payments made to Liberty Premium finance via the PBS billing system

Manage policy receipt policy, reviews policies for accuracy and emailed or mailed to retail Customers

Works effectively on the assigned team

System/Software Skills – Must learn all systems and stay current with changes and updates

Conduct limited research when necessary

Successfully completes basic job specific training as defined in the Policy Services Training Matrix within the first three months of employment

Continually maintains 98% or above quality

Continually maintains 85-115% metric score with 80-100% time on task

Maintains an 80% or above customer service score

Ability to interact with others in a professional manner

Qualification

Customer service skillsMicrosoft Office proficiencyData entry experienceCalifornia PropertyCasualty LicenseFlexibleMulti-taskingProblem-solving abilitiesDetail oriented

Required

High School Diploma is required

Proficient in Microsoft Office skills including Word, Excel, Outlook and Power Point

After one year of employment, take required courses and pass state exam to receive California Property and Casualty License

Professional demeanor, customer service skills and problem-solving abilities are critical to this position

Able to understand and carry out instructions

Detail oriented

Flexible and able to multi-task assignments

Preferred

Prior experience in customer service, data entry, administrative and/or clerical role, is preferred

Company

AF - Group

AF Group is a nationally recognized holding company whose affiliated insurance companies are premier providers of specialty insurance solutions offered through independent agents nationwide.

Founded in 1912