Insurance Customer Service Pro — Member-First

Hanscom Federal Credit Union

Chestertown (MD)

On-site

USD 24,000 - 30,000

Full time

5 days ago
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Job summary

Hanscom Federal Credit Union is seeking a Customer Service Representative to join the Fleetwood Insurance Group. You will handle policy changes, billing questions, and service requests while maintaining a high level of member service and accuracy.

The role requires 1 year of customer service experience, clerical skills, and proficiency in Microsoft Office. This is a full-time, on-site position with competitive benefits and opportunities for growth within the organization.

Qualifications

  • At least 1 year of customer service experience required.
  • Clerical Office experience preferred.

Responsibilities

  • Process policy changes, cancellations, and other service requests as instructed by the Account Manager.
  • Follow up on pending cancellations and policy lapses, including final-stage notification to insureds.
  • Document material client discussions and carrier communications; follow up in accordance with department standards.
  • Issue insurance ID cards.
  • Assist Account Managers and Assistant Account Managers as needed.
  • Assist clients with billing questions and coordinate follow-up as needed to support accurate and timely resolution.
  • Provide coverage for other CSRs when necessary.
  • Perform other related servicing duties as assigned.
  • Maintain professional competence through continuing education, carrier resources, and industry knowledge relevant to risk analysis and client advice.
  • Follow applicable insurance laws, agency policies, BSA responsibilities, and Fleetwood Insurance Group ethical standards.

Skills

Detail-oriented
Service-focused
Written and verbal communication
Organizational skills / time mgmt

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Hanscom Federal Credit Union is seeking a Customer Service Representative to join the Fleetwood Insurance Group. You will handle policy changes, billing questions, and service requests while maintaining a high level of member service and accuracy.

The role requires 1 year of customer service experience, clerical skills, and proficiency in Microsoft Office. This is a full-time, on-site position with competitive benefits and opportunities for growth within the organization.

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