Customer Service Representative

Phyton Talent Advisors; Edison (NJ); On-site; USD 42,000 - 52,000; Full time

Job summary

Phyton Talent Advisors in Edison, NJ is seeking a customer-facing professional to greet visitors, handle inquiries, and support service counters. You will manage the workflow of insurance applications and coordinate underwriting requirements with agents and vendors.

The role involves training agents, processing contracts and licenses, answering calls, and assisting management with meetings and compliance tasks. Strong communication and organizational skills are essential.

Qualifications

• Ideal candidate should have experience in a customer service and/or administrative role.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in the Microsoft Office Suite.
• Proven ability to multi-task effectively.
• Demonstrated professionalism, reliability, and strong organizational skills.

Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and Field Management in person, by phone, or electronically.
• Assist with the workflow of new insurance policies through all stages: application, underwriting, policy issue, delivery, and payment.
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters.
• Assist in training and development of agents in underwriting and new business (presentations, in-person or virtual).
• Facilitate onboarding of new agents by processing contracts and licenses.
• Answer incoming calls and greet guests.
• Support management with meeting prep, event planning, reports, and compliance documentation.

Skills

Customer service

Administrative support

Multi-tasking

Professionalism

Reliability

Organizational skills

Verbal communication

Written communication

Tools

Microsoft Office Suite

Job description

Customer-Facing Role: Serve as the first point of contact for both internal and external customers, providing a professional and welcoming experience. Responsibilities include greeting visitors, managing inquiries through reception and phone channels, and assisting customers at the service counter while ensuring requests are handled promptly and efficiently.

Key Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and Field Management, in person, over the phone, or via electronic communication.
• Assist with the workflow of new insurance policies as they go through the stages of application, underwriting, policy issue, delivery, and payment.
• Coordinate underwriting requirements for new insurance applications by interacting with agents, clients, outside medical vendors, and underwriters.
• Assist in the training and development of agents in the areas of underwriting and new business (presentations, face to face, virtually).
• Facilitate the onboarding of new agents by processing their contracts and licenses.
• Answer incoming calls and greet guests.
• Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.

Qualifications

• Ideal candidate should have experience in a customer service and/or administrative role.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in the Microsoft Office Suite.
• Proven ability to multi-task effectively.
• Demonstrated professionalism, reliability, and strong organizational skills.