CUSTOMER SERVICE/ACCOUNT MGR

Written By Kristie Nyrose

Location: Kelowna, BC

Postion Status: CLOSED

Our Kelowna client is looking for a detail-oriented Customer Service Representative to join their busy, successful and fun insurance team. You will be responsible for preparing claim forms, verifying information, and corresponding with agents and beneficiaries. You will also handle client inquiries, review policies, determine coverage, calculate claim amounts, and process payments.

Responsibilities:

  • Assist clients via phone, email and in person as required

  • Assist with processing policies and endorsements

  • Issuing certificates

  • Generating new submissions / proposals

  • Processing Renewal paperwork, including invoicing

  • Monitor renewal list for expiries being dealt with

  • Assist with collection of accounts receivables

  • Answer incoming calls as relief

  • Maintain reasonable knowledge of insurance policies

Requirements:

  • Previous experience in a Customer Service or Administrative position

  • Computer literate and proficient in MS Office

  • Excellent critical thinking and decision-making skills

  • Good administrative and organizational skills

  • Strong customer service skills

  • Ability to work under pressure

  • High attention to detail

We thank all those who express interest in this opportunity however only those short-listed will be contacted.

Kristie Nyrose https://www.kanrecruitment.com
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