Client Success & Claims Support Specialist

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

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.