Technical Customer Service Representative | Insurance (Property & Casualty) | Operations Management

EXL; United States; Remote; USD 40,000 - 55,000; Full time

Job summary

A leading data analytics and digital operations company seeks a Technical Customer Service Representative for its Premium Audit Division. This remote entry to intermediate level role involves managing customer calls, conducting premium audits for commercial insurance, and providing essential support to policyholders and auditors. Ideal candidates will possess excellent customer service skills and a basic understanding of accounting practices, alongside strong organizational abilities.

Qualifications

• Effective diplomatic oral and written communication skills.
• Customer service-oriented, with experience working with the public via phone and email.
• Self-motivated with the ability to work independently.

Responsibilities

• Answer the Customer Service phone line, manage calls appropriately.
• Perform Premium Audits for Property & Casualty commercial insurance policies.
• Communicate with agents, brokers, and carriers as needed.

Skills

Customer service

Communication

Organization

Time management

Detail-oriented

Education

Basic knowledge of accounting and bookkeeping

Experience in commercial lines insurance

Tools

Computer skills

Job description

Technical Customer Service Representative | Insurance (Property & Casualty) | Operations Management

Monday, April 26, 2021

Company Overview and Culture

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes, and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media, and retail. Founded in 1999, we value innovation, collaboration, excellence, integrity, and respect. Headquartered in New York, we have over 55,000 employees across six continents. For more information, visit http://www.exlservice.com.

EXL Premium Audit, a leader in the field, can complete all levels of premium audits on all auditable exposure types. We train our 450+ highly skilled professionals worldwide using our industry-leading training platform and curriculum. Our expertise is combined with a technology-enabled proprietary platform with predictive modeling capabilities, enabling us to predict policy misclassification, automate audit assignments, and improve prediction accuracy through machine learning.

We are seeking a Technical Customer Service Representative to work remotely from a home office for the EXL Premium Audit Division.

This entry to intermediate level position requires excellent customer service skills, handling disputes and re-openings for large national customers.

Role and Responsibilities:

• Answer the Customer Service phone line, manage calls appropriately, and document progress notes.
• Notify the Current Auditor or Branch Manager regarding specific items.
• Escalate issues and complete audits at the insured’s request.
• Perform Premium Audits for Property & Casualty commercial insurance policies, including Workers’ Compensation and General Liability.
• Work directly with policyholders via phone to obtain payroll and accounting information, applying correct classifications and exposure amounts.
• Communicate with agents, brokers, and carriers as needed.
• Manage escalated inventory to meet customer service and quality standards.

Qualifications:

• Effective diplomatic oral and written communication skills.
• Basic knowledge of accepted accounting and bookkeeping practices.
• Strong organization and time management skills, capable of handling urgent tasks.
• Customer service-oriented, with experience working with the public via phone and email.
• Strong computer and typing skills.
• Detail-oriented with the ability to interpret information accurately.
• Self-motivated with the ability to work independently.
• Experience in commercial lines (Property & Casualty) insurance.

EEO/Minorities/Females/Vets/Disabilities

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