CAS Customer Service Representative

Heartland Security Insurance Group; Tyler (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Heartland Security Insurance Group is seeking a Customer Service Representative for Claims Administrative Services, Inc. (CAS). The role includes database management, client contact, and preparing reports, renewals, and proposals to support the CAS sales team and clients.

Essential duties focus on assisting clients, maintaining data accuracy, and handling routine office tasks in a fast-paced environment. A high school diploma and driver license are required.

Qualifications

• High school diploma or equivalent.
• A minimum of one year experience in a customer service role.
• A valid driver license.

Responsibilities

• Provide assistance to the Claims Administrative Services, Inc. sales team and clients.
• Prepare, review and proof proposals and data to ensure accuracy.
• Maintain client contact database and website users.
• Train new clients or contacts on the website.
• Assist with resolving client concerns or questions.
• Provide back up to the receptionist.
• Perform other clerical duties as required.
• All other duties as assigned.
• Process audits annually.
• Process renewals annually.

Skills

Excellent communication

Multitasking

Attention to detail

Customer service

Fast-paced work environment

Education

High school diploma or equivalent

Tools

MS Word

MS Excel

MS Outlook

Job description

Claims Administrative Services, Inc (CAS) has served as a third-party administrator handling workers' compensation and property and casualty claims for a wide array of clients since 1990. In addition to our claims experience, CAS offers safety and loss control, cost containment services, and program administration. Every day our experienced professionals are on the job, reducing the frequency and severity of workplace injuries, managing associated claims costs, and helping injured employees return to work. Our personalized customer service combined with dedicated experience, innovation, and cost efficiency, assists our clients in reducing costs and protecting their employees.

Structure and Ownership

Heartland Security Insurance Group is the holding company for Claims Administrative Services, Inc. Heartland is comprised of seven different insurance and risk management businesses, providing products and services globally. Each of the companies offer solutions to distinct client groups in the federal, state and private sectors. The organization has been under continuous private family ownership for 50 years. Today, it has over 60 stockholders as well as ESOP ownership. In addition to providing an important retirement benefit to associates, the Employee Stock Ownership Plan (ESOP) assures that everyone in the organization has a vested interest in providing the very highest level of service to the client.

Commitment to the Community

Claims Administrative Services, Inc., and the parent organization, Heartland Security Insurance Group, have a long history of philanthropy to the local, national, and international communities.

Customer Service Representative

Primary Responsibility

The Customer Service Representative will be responsible for all aspects of customer service, including database management, client contact, and preparation of reports, renewals, proposals, and support for the Claims Administrative Services, Inc. sales team and clients.

Essential Functions & Responsibilities

• Provide assistance to the Claims Administrative Services, Inc. sales team and clients.
• Prepare, review and proof proposals and data to ensure accuracy.
• Maintain client contact database and website users.
• Train new clients or contacts on the website.
• Assist with resolving client concerns or questions.
• Provide back up to the receptionist.
• Perform other clerical duties as required.
• All other duties as assigned.

Additional Functions & Responsibilities

• Process audits annually.
• Process renewals annually.

Required Qualifications

• High school diploma or equivalent
• A minimum of one year experience in a customer service role

Preferred Qualifications

• Previous experience in workers' compensation claims preferred but not required.

Knowledge, Skills & Abilities

• Intermediate to advance proficiency in MS Word, Excel and Outlook.
• Excellent oral and written communication skills
• Ability to manage multiple tasks
• Ability to manage time and work efficiently
• Ability to work in a fast paced environment
• High level of accuracy and attention to detail
• Ability to provide exceptional customer service

The Customer Service Representative will be responsible for all aspects of customer service, including database management, client contact, and preparation of reports, renewals, proposals, and support for the Claims Administrative Services, Inc. sales team and clients.

Essential Functions & Responsibilities

• Provide assistance to the Claims Administrative Services, Inc. sales team and clients.
• Prepare, review and proof proposals and data to ensure accuracy.
• Maintain client contact database and website users.
• Train new clients or contacts on the website.
• Assist with resolving client concerns or questions.
• Provide back up to the receptionist.
• Perform other clerical duties as required.
• All other duties as assigned.

Additional Functions & Responsibilities

• Process audits annually.
• Process renewals annually.

Required Qualifications

• High school diploma or equivalent
• A minimum of one year experience in a customer service role
• A valid driver license.

Preferred Qualifications

• Previous experience in workers' compensation claims preferred but not required.

Knowledge, Skills & Abilities

• Intermediate to advance proficiency in MS Word, Excel and Outlook.
• Excellent oral and written communication skills
• Ability to manage multiple tasks
• Ability to manage time and work efficiently
• Ability to work in a fast paced environment
• High level of accuracy and attention to detail
• Ability to provide exceptional customer service

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.