Customer Service Representative jobs in United States
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Trucordia ยท 3 hours ago

Customer Service Representative

positionBoca Raton, FL
timePart-time
remoteOnsite
seniorityNew Grad, Entry Level

Trucordia is a rapidly growing insurance brokerage that focuses on delivering exceptional experiences and opportunities for its employees and clients. The Customer Service Representative will support client needs by assisting with inquiries, maintaining positive relationships, and ensuring smooth communication between clients and the company.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Use web-based tools and systems to assist with client inquiries and account information
Provide information about self-service tools, member resources, and wellness programs
Call on campaigns for delinquent accounts monthly to support retention and compliance
Participate in the Better You Rewards campaign and other outreach efforts as assigned by the manager
Follow up with clients to ensure satisfaction with services
Identify and resolve client account issues or inconsistencies
Perform outbound calls to clients as directed by management
Escalate client concerns when needed for further support
Collaborate with team members to ensure efficient service delivery
Perform general office and customer service duties as assigned by the manager

Qualification

Customer service experienceBasic office softwareCommunication skillsOrganizational skillsMultitaskingTeam-focusedDetail-orientedIndependent work

Required

Strong communication and organizational skills
Comfortable using computers, basic office software, and online platforms
Dependable, detail-oriented, and team-focused
Ability to multitask and work independently when needed

Preferred

Prior customer service or office experience preferred

Company

Trucordia

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A top 20 U.S.
dateFounded in 1987
location
Woodland Hills, California, USA
people-size1001-5000 employees
web-link
http://www.pcfoy.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
BHMS Investments
2021-11-02Acquired
2017-03-02Private Equity

Leadership Team

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Adrienne Richards Wall
Regional Human Resources Business Partner, SHRM-CP, PHR
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Allison Hamilton, PHRca, SHRM-CP
HR Director of Agency Partnership
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Recent News

PE HUB
Blue Owl leads $400m debt financing for PCF Insurance
2024-04-24
PR Newswire
PCF Insurance Services Fuels Growth Strategy with Strategic Hires, Internal Promotions
2024-04-06
Yahoo Finance
PCF Insurance Services Enters Alabama Market with Acquisition of MK Insurance Group Team
2024-04-06
Company data provided by crunchbase