Description

Are you a detail-oriented professional with a passion for delivering top-notch customer support? We’re looking for a Customer Experience Representative to provide exceptional assistance to agents, policyholders, mortgage companies, and other internal and external customers. This role blends customer service, clerical accounting, and underwriting support, ensuring a seamless experience for all involved.

Company Culture and Environment

The work environment is professional and supportive, encouraging collaboration among colleagues, agents, policyholders, and external partners. The hybrid work arrangement promotes a balance between in-office and remote work, fostering flexibility and adaptability.

Career Growth and Development Opportunities

This role offers opportunities for professional growth as you apply your customer service and administrative skills within a supportive team, allowing you to develop and expand your expertise in the insurance industry.

Detailed Benefits and Perks

• Hybrid work arrangement (3 days in the office, 3 days remote)
• Professional office setting with frequent computer use and phone communication
• Minimal physical demands typical of an office environment

Compensation and Benefits

• Competitive salary based on experience
• Opportunities for skill development and training

Why you should apply for this position today

If you’re looking for a role where you can apply your customer service and administrative skills while growing within a supportive team, we’d love to hear from you!

Skills

• Basic bookkeeping and/or accounting knowledge (completed coursework is a plus)
• Strong math and analytical skills
• Excellent communication skills and a customer-focused mindset
• Familiarity with computerized accounting systems and office software
• Proficiency in typing, data entry, and general clerical tasks
• Strong proficiency in Microsoft Outlook, Word, and Excel
• Ability to collaborate effectively with colleagues and external partners

Responsibilities

• Process insurance policy payments, reconcile accounts, and handle billing inquiries via phone and email
• Assist agents with payment issues, system navigation, and general questions
• Perform various clerical accounting tasks such as processing payments, waiving fees, and handling payment transfers
• Review policy endorsements for completeness and risk acceptability, requesting additional information when needed
• Utilize system-generated reports efficiently to support daily operations
• Prepare reports, letters, and accounting forms using Microsoft Word, Document Manager, and Excel
• Process financial data accurately within accounting software
• Maintain organized records and files
• Take on additional duties or special projects as assigned

Qualifications

• Associate’s degree or a combination of education and experience that provides equivalent knowledge and skills
• Previous experience in the insurance industry is helpful but not required
• Prior experience in telephone-based customer service is preferred

Education Requirements

• Associate’s degree in a relevant field or equivalent experience

Education Requirements Credential Category

• Associate’s degree

Experience Requirements

• Experience in customer service and administrative roles is preferred
• Familiarity with accounting principles and systems is beneficial

Why work in Berlin, VT

Berlin, VT offers a charming blend of small-town hospitality and access to outdoor activities. The community is known for its welcoming atmosphere and engagement in local events, providing a comfortable lifestyle that balances work and leisure.