Customer Service Assistant

Church Mutual Insurance Company, S.I.; Merrill (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Church Mutual Insurance Company, S.I. is seeking a customer-focused professional to provide timely responses to inquiries via phone or written communication. You will process transactions, generate insurance documents, and maintain strict confidentiality while collaborating with a team.

The role requires 1–2 years of office or customer service experience, strong communication skills, and the ability to learn and use Microsoft Office and CRM systems. This position is based in Merrill, Wisconsin.

Qualifications

• High school diploma or equivalent required.
• 1–2 years of general office or customer service experience.
• Strong verbal and written communication skills.
• Ability to learn and use Microsoft Office and other software.

Responsibilities

• Provide timely information to resolve customer concerns via phone or written inquiries.
• Enter system data to process transactions and generate insurance documents.
• Collaborate in a team to meet goals and share workload.
• Maintain confidentiality of customer information.
• Participate in trainings and team meetings.
• Suggest improvements to contact center processes.
• Stay current on company systems, forms, and procedures.

Skills

Customer service

Verbal communication

Written communication

Multitasking

Teamwork

Confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM software

Job description

What You'll Be Doing

As part of a team, provide timely resolution to customers through written and/or telephonic inquiries while optimizing the customer experience. Documentation of all inquiries and actions taken is required. Process transactions, complete required forms, and produce insurance documents.

As part of a team, provide timely resolution to customers through written and/or telephonic inquiries while optimizing the customer experience. Documentation of all inquiries and actions taken is required. Process transactions, complete required forms, and produce insurance documents.

On Any Given Day, You'll

• Promptly provide information in response to inquiries to handle and resolve concerns.
• Gather and enter system data to process transactions and produce contractually correct insurance documents. Document all decisions and communications associated with the process.
• Work collaboratively, in a team environment, to achieve corporate and team goals that enhance the customer experience. Assist others in work processes to accomplish team workload expectations.
• Extensive interaction with all Church Mutual customers, team members, sales force, and others related to Church Mutual operations.
• Remain current on company systems, forms, and procedures. Continue to develop knowledge of the property and casualty industry, religions, religious organizations, camps, schools, nonprofits, and operations specific to Church Mutual's business niche.
• Maintain confidentiality of the organization's customers and data.
• Participate in individual and team trainings and meetings.
• Suggest improvements and periodically participate in contact center initiatives to improve effectiveness.

Here's What We Expect

• High school diploma or equivalent required.
• 1-2 years of general office, customer service, industry, or equivalent work experience preferred.
• Post-secondary education or participation in recognized insurance education courses is desirable.
• Strong verbal and written communication skills.
• Excellent multitasking and prioritization skills.
• Ability to work a pre-established work schedule and provide after-hours support for customer requests based on customer demand and/or employer's request.
• Ability to work independently, as part of a team, with the ability to communicate internally across a variety of channels.
• Ability to learn and utilize technology and software from a variety of sources, including, but not limited to, various Microsoft products desirable.
• Positive, professional, and customer-oriented attitude.

Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Exact compensation will vary based on consideration of a variety of factors including education, skills, experience, and location