Customer Service Representative

ICONMA; Whitehouse Station (NJ); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health Benefits

Referral Program

Growth opportunities

Job summary

Talentify is seeking a Customer Service Representative for our client, a Property and Casualty Insurance company, at the Whitehouse Station, NJ hybrid site. The CSR will support agency partners and internal teams, process policy changes by email, and handle renewals, quotes, new lines, and endorsements with accuracy and professionalism.

This role emphasizes strong spreadsheet and document handling, collaboration with colleagues, and the ability to manage multiple tasks while delivering timely,

Qualifications

• Proficient in Microsoft Office and Adobe Acrobat.
• Strong computer skills with multi-tasking and file management.
• Experience handling quotes and policy change requests is a plus.

Responsibilities

• Support the business goals for client agencies and internal partners.
• Process policy changes via email requests; handle renewals, quotes, new lines and endorsements.
• Collaborate with team members to provide a high-quality experience for agents.
• Learn personal lines insurance concepts (home, auto, valuables) and apply them professionally.
• Triage diverse email requests and manage multiple tasks to meet SLAs.
• Backfill resources allocated to projects; handle routine administrative work.

Skills

Multi-tasking

Problem solving

Written communication

Time management

Professionalism

Customer service mindset

Tools

Microsoft Office

Adobe Acrobat

Job description

Our Client, a Property and Casualty Insurance company, is looking for a Customer Service Representative for their Whitehouse Station, NJ/Hybrid location.

Responsibilities:

• The CSR supports the business goals of the No Masterpiece and Manual team, providing service support for Client appointed agencies and internal Client partners.
• Policy changes are received via email requests.
• The team handles policies that are not system supported policies, which include renewals, quotes, new lines, and endorsements.
• Work collaboratively with team members, and business partners to provide a quality experience for our agents
• Complete additional tasks and other projects/duties as assigned
• Ability to learn the basic concepts of personal lines insurance principles and Client products (home, auto, valuable articles/collectibles, flood, etc.)
• Assume ownership and timeliness in handling agent requests in an efficient, accurate and professional manner
• Processes and Triage a diverse amount of email requests
• Perform various job functions or projects as assigned by team specialist or supervisor.
• Possess a strong math aptitude
• Demonstrate strong problem solving, Critical thinking.
• Accountability, detailed, and quality focused.
• Aptitude to analyze complex business and workflow issues
• Excellent written communication skills
• Flexibility to prioritize assigned work to adhere to department service level expectations
• Excellent time management and organizational skills; ability to handle multiple tasks, balance multiple priorities and work independently.
• All the work is processed manually: from creating folders, to rating the policy on excel sheets, to creating pdf files
• Entry level Insurance job
• Opportunity to show skill sets for other possible opportunities with Client
• Team Size: 4 people currently

Requirements:

• Knowledge of Microsoft Suite a plus (including Word-template use , Excel-data entry, PowerPoint-be able to view, no creation) a must
• Knowledge of Adobe (taking Excel and Word docs and creating pdf's, transfer docs and save) a must
• Proficient in computer skills (turn on and off, be able to create folders, open up files and rename if needed) , multi-application navigation and multi-tasking
• Professionalism, accountability and taking personal pride in the handling of new business quotes, policy change requests and inquiries from our valued agency partners
• Personal Lines General Insurance Knowledge a plus, but not required
• Why does this need exist? – Business Group & Key Projects
• Handles transaction requests on specific lines of business & Risk States for policies that are not system supported
• No key projects
• Backfill to resources allocated to projectsNot an urgent need

Why Should You Apply?

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities