AF - Group · 2 months ago
Customer Service Assistant
United States
Full-time
Remote
New Grad, Entry Level
$34K/yr - $57K/yrAF Group is focused on providing excellent customer service for Retail Truck Insurance Agency. The Customer Service Assistant is responsible for assisting clients via phone and email, performing administrative tasks, and supporting current and potential clients.
Health CareInformation TechnologyInsurance
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
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
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
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kim Leggette
SVP Claims
Amy Fournier
VP ,Chief Actuary, Actuarial & Data Science
Recent News
2025-09-15
2025-09-12
Coverager - Insurance news and insights
2025-03-09
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