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Service Center Representative jobs at Arbella Insurance - 41 jobs

  • Call Center Service Reps - Hybrid/Remote! Training! Benefits! Career Path!

    Fallon Community Health Plan 4.6company rating

    Worcester, MA jobs

    Fantastic Call Center Opportunities with training, career path advancement, great benefits, paid time off, heath insurance and more.. * The REMOTE work model can commence after approximately 8-9 weeks of on-site training in Worcester, MA. The Great Opportunity: It's an exciting time to join Fallon Health as we experience growth and expansion with new services and products. There are many great opportunities within our organization starting with joining our Member Services team. Member Services offers a very unique opportunity to interact with nearly every facet of the Fallon Health organization including our products, services, functions, and people. Among the most rewarding and fulfilling parts of working on this team is representing Fallon Health as the face of the organization; the single point of contact for our valued providers and members. Think of yourself as an Fallon brand and membership ambassador. As a representative of Fallon Health, you will be an advocate to members reaching out for support; providing this highly valued service fielding calls and constitutively troubleshooting inquiries, you will be solving their needs and concerns. In addition to the diverse responsibilities outlined below, a spot on this team also represents one of the best places to grow your career. With demonstrated initiative and strong performance, you will gain exposure across a multitude of functions and endless opportunities for advancement. Member Services has proven to be a launching pad of development that has translated into long term careers with advancement opportunities throughout the company in a number of different key area's such as; Sales and Marketing, Provider Relations, Care Services, Pharmacy and other functions of the operation. As a brand champion and valued member ambassador you will get extensive training and support through a skill based progression training program that includes a blended learning curriculum and personalized coaching plan. We are always looking for top talent in these roles so feel free to pass this along to friends, family and colleagues that you think qualify. Responsibilities Position Overview: The Member Services Representative is accountable for successfully addressing member and provider inquiries received through Fallon Health's 1-800 numbers, as well as providing direction on Plan policies, procedures, and benefits. Some key responsibilities include: * Ownership for development of knowledge and skills, as training program provides material and framework for success. * Ownership for customer satisfaction. Member Service Representatives are the primary liaison for our members to obtain the information or support they need As such, our representatives are expected to fully understand member/ provider needs, and within corporate/ department policies, take whatever action is necessary to fully satisfy the inquiry. * Clear and concise documentation of call detail for tracking of member/ provider contacts. * Identification and communication of trends that are indicative of enterprise service issues. * Escalation of member/provider concerns and servicing issues. * Appropriate execution of corporate and department policies/ practices. Qualifications * High school diploma required, Bachelor's degree or advanced education desirable * 2+ years professional work experience preferably in a customer facing inbound call-center setting. * The ability to multitask and leverage strong typing skills and a high proficiency with MS Word, MS Excel and system data entry are essential tools for success in this role About Fallon Health: Founded in 1977, Fallon Health is a leading health care services organization that supports the diverse and changing needs of those we serve. In addition to offering innovative health insurance solutions and a variety of Medicaid and Medicare products, we excel in creating unique health care programs and services that provide coordinated, integrated care for seniors and individuals with complex health needs. Fallon has consistently ranked among the nation's top health plans, and is the only health plan in Massachusetts to have been awarded "Excellent" Accreditation by the National Committee for Quality Assurance for its HMO, Medicare Advantage and Medicaid products. For more information, visit ******************** Fallon Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Fallon Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #P03
    $36k-43k yearly est. Auto-Apply 6d ago
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  • Call Center Service Reps - Hybrid/Remote! Training! Benefits! Career Path!

    Fallon Health 4.6company rating

    Worcester, MA jobs

    Fantastic Call Center Opportunities with training, career path advancement, great benefits, paid time off, heath insurance and more.. *The REMOTE work model can commence after approximately 8-9 weeks of on-site training in Worcester, MA. The Great Opportunity: It's an exciting time to join Fallon Health as we experience growth and expansion with new services and products. There are many great opportunities within our organization starting with joining our Member Services team. Member Services offers a very unique opportunity to interact with nearly every facet of the Fallon Health organization including our products, services, functions, and people. Among the most rewarding and fulfilling parts of working on this team is representing Fallon Health as the face of the organization; the single point of contact for our valued providers and members. Think of yourself as an Fallon brand and membership ambassador. As a representative of Fallon Health, you will be an advocate to members reaching out for support; providing this highly valued service fielding calls and constitutively troubleshooting inquiries, you will be solving their needs and concerns. In addition to the diverse responsibilities outlined below, a spot on this team also represents one of the best places to grow your career. With demonstrated initiative and strong performance, you will gain exposure across a multitude of functions and endless opportunities for advancement. Member Services has proven to be a launching pad of development that has translated into long term careers with advancement opportunities throughout the company in a number of different key area's such as; Sales and Marketing, Provider Relations, Care Services, Pharmacy and other functions of the operation. As a brand champion and valued member ambassador you will get extensive training and support through a skill based progression training program that includes a blended learning curriculum and personalized coaching plan. We are always looking for top talent in these roles so feel free to pass this along to friends, family and colleagues that you think qualify. Responsibilities Position Overview: The Member Services Representative is accountable for successfully addressing member and provider inquiries received through Fallon Health's 1-800 numbers, as well as providing direction on Plan policies, procedures, and benefits. Some key responsibilities include: Ownership for development of knowledge and skills, as training program provides material and framework for success. Ownership for customer satisfaction. Member Service Representatives are the primary liaison for our members to obtain the information or support they need As such, our representatives are expected to fully understand member/ provider needs, and within corporate/ department policies, take whatever action is necessary to fully satisfy the inquiry. Clear and concise documentation of call detail for tracking of member/ provider contacts. Identification and communication of trends that are indicative of enterprise service issues. Escalation of member/provider concerns and servicing issues. Appropriate execution of corporate and department policies/ practices. Qualifications High school diploma required, Bachelor's degree or advanced education desirable 2+ years professional work experience preferably in a customer facing inbound call-center setting. The ability to multitask and leverage strong typing skills and a high proficiency with MS Word, MS Excel and system data entry are essential tools for success in this role About Fallon Health: Founded in 1977, Fallon Health is a leading health care services organization that supports the diverse and changing needs of those we serve. In addition to offering innovative health insurance solutions and a variety of Medicaid and Medicare products, we excel in creating unique health care programs and services that provide coordinated, integrated care for seniors and individuals with complex health needs. Fallon has consistently ranked among the nation's top health plans, and is the only health plan in Massachusetts to have been awarded “Excellent” Accreditation by the National Committee for Quality Assurance for its HMO, Medicare Advantage and Medicaid products. For more information, visit ******************** Fallon Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Fallon Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #P03 Not Ready to Apply? Join our Talent Community now!
    $36k-43k yearly est. Auto-Apply 7d ago
  • Customer Service Specialist - Commercial Lines

    Stanton Insurance Agency 4.1company rating

    Waltham, MA jobs

    Behind every successful business is a partner they can trust - someone who helps protect what they've worked hard to build. That's what we do at Stanton Insurance. For over a century, we've been helping companies safeguard their future with honesty, reliability, and expertise our clients can count on. We're seeking a Commercial Lines Customer Service Specialist (CSR) who takes that same approach - someone who values accuracy, builds strong relationships, and understands that exceptional service is built on trust. In this role, you'll help clients feel secure in their coverage by managing policies, processing endorsements, handling renewals, and ensuring every detail is handled with care and professionalism. What We Offer We believe great service starts with taking care of our people, and that means investing in your success from day one. With a salary starting at $65,000 plus performance-based incentives, you'll also enjoy: Comprehensive health insurance, dental insurance, retirement plans, and paid time off Ongoing training and support for professional certifications (CISR, CIC, ACSR) A collaborative, supportive and growth-minded culture Hybrid or remote flexibility What You'll Be Working On Manage client accounts by processing endorsements, renewals, certificates, and policy changes with accuracy and care Serve as the go-to contact for commercial clients, answering questions about coverages, billing, and claims Collaborate with producers and account managers on quotes, applications, and risk assessments Work directly with carriers to ensure policies are issued, modified, or renewed correctly Conduct policy reviews and audits to spot coverage gaps and recommend improvements You'll Thrive Here If You: Have a minimum1-3 years of experience in commercial insurance or account management High school diploma required; associate or bachelor's degree in business, finance, or a related field preferred Hold or are willing to obtain a Property & Casualty (P&C) license Bring strong knowledge of general liability, property, auto, workers' comp, and umbrella policies Excel at communication, multitasking, and building client relationships Are tech-savvy and comfortable using systems like Applied Epic, AMS360, or Vertafore Take pride in accuracy, problem-solving, and staying calm under pressure
    $65k yearly Auto-Apply 7d ago
  • Customer Service Representative - Annuities - $500 SIGN ON BONUS

    Global Atlantic Financial Group 4.8company rating

    Hartford, CT jobs

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Client Care Advocate - Annuities Start Date: February 23, 2026 Location: Hartford, CT Hourly Rate: Hartford - $21.49 per hour + overtime with a $500 sign-on bonus Paid Training: * Training lasts approximately 12 weeks * Training hours are Monday - Friday, in-office, from 8:30am - 5:00pm EST and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls * After training, you will follow a hybrid schedule * Our contact center is open as follows: * Monday - Thursday 8:00am - 7:00pm EST * Friday 8:00am - 6:00pm EST This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST. Perks and Benefits: * $500 sign-on bonus * All IT equipment provided * Hybrid work schedule after training period (M -TH in office) * Free lunch and parking * Referral bonuses * Eligible for annual bonus * Comfortable workspaces and game rooms * 12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off * Free health insurance - employee & children levels based on salary band * Training & career advancement * 401(k) match and equity opportunities * Tuition, adoption, and lifestyle reimbursement POSITION OVERVIEW Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Hartford. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post call activities and completion of call back commitments involving our annuity customers, internal and external, by performing the following duties: RESPONSIBILITIES: * Understands insurance products, procedures, and system capabilities * Responds to inbound calls providing excellent customer service * Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable * Receives and resolves telephone inquiries from parties of the contract within service standards * Identify, communicate, and proactively work to solve problems or issues * Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State * Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines * Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships * Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance * Main contact for assigned sales representatives, accounts, and states * Provides a broad range of technical and operational support to clients and agents * Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy * Participation in team meetings and other cross functional groups is expected * This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel * Provides other duties as assigned by management REQUIRED QUALIFICATIONS: * Bachelor's degree or equivalent work experience * 1+ years' experience in customer service * Strong PC and Software skills, especially Microsoft Office products * Insurance industry knowledge is a plus PREFERRED QUALIFICATION: * Proven ability to grasp new products, concepts, and procedures * Understanding of the industry, sales process, and distribution channel * Strong attention to detail with excellent organizational skills * Great interpersonal and team skills required * Strong written and oral communication skills * Excellent phone presence and presentation * Ability to maintain positive attitude and composure in dealing with difficult situations * Demonstrated flexibility with schedules and time management * This position is not eligible for visa candidates now or in the future. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $21.5 hourly Easy Apply 33d ago
  • Customer Service Representative - Annuities - $500 SIGN ON BONUS

    Global Atlantic Financial Group Limited 4.8company rating

    Hartford, CT jobs

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Client Care Advocate - Annuities Start Date: February 23, 2026 Location: Hartford, CT Hourly Rate: Hartford - $21.49 per hour + overtime with a $500 sign-on bonus Paid Training: Training lasts approximately 12 weeks Training hours are Monday - Friday, in-office, from 8:30am - 5:00pm EST and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls After training, you will follow a hybrid schedule Our contact center is open as follows: Monday - Thursday 8:00am - 7:00pm EST Friday 8:00am - 6:00pm EST This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST. Perks and Benefits: $500 sign-on bonus All IT equipment provided Hybrid work schedule after training period (M -TH in office) Free lunch and parking Referral bonuses Eligible for annual bonus Comfortable workspaces and game rooms 12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off Free health insurance - employee & children levels based on salary band Training & career advancement 401(k) match and equity opportunities Tuition, adoption, and lifestyle reimbursement POSITION OVERVIEW Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Hartford. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post call activities and completion of call back commitments involving our annuity customers, internal and external, by performing the following duties: RESPONSIBILITIES: Understands insurance products, procedures, and system capabilities Responds to inbound calls providing excellent customer service Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable Receives and resolves telephone inquiries from parties of the contract within service standards Identify, communicate, and proactively work to solve problems or issues Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance Main contact for assigned sales representatives, accounts, and states Provides a broad range of technical and operational support to clients and agents Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy Participation in team meetings and other cross functional groups is expected This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel Provides other duties as assigned by management REQUIRED QUALIFICATIONS: Bachelor's degree or equivalent work experience 1+ years' experience in customer service Strong PC and Software skills, especially Microsoft Office products Insurance industry knowledge is a plus PREFERRED QUALIFICATION: Proven ability to grasp new products, concepts, and procedures Understanding of the industry, sales process, and distribution channel Strong attention to detail with excellent organizational skills Great interpersonal and team skills required Strong written and oral communication skills Excellent phone presence and presentation Ability to maintain positive attitude and composure in dealing with difficult situations Demonstrated flexibility with schedules and time management This position is not eligible for visa candidates now or in the future. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $21.5 hourly Auto-Apply 5d ago
  • Outbound Call Center - $19.50/hr

    Fallon Health 4.6company rating

    Worcester, MA jobs

    About us: Fallon Health is a company that cares. We prioritize our members-always-making sure they get the care they need and deserve. Founded in 1977 in Worcester, Massachusetts, Fallon Health delivers equitable, high-quality, coordinated care and is continually rated among the nation's top health plans for member experience, service, and clinical quality. We believe our individual differences, life experiences, knowledge, self-expression, and unique capabilities allow us to better serve our members. We embrace and encourage differences in age, race, ethnicity, gender identity and expression, physical and mental ability, sexual orientation, socio-economic status, and other characteristics that make people unique. Today, guided by our mission of improving health and inspiring hope, we strive to be the leading provider of government-sponsored health insurance programs-including Medicare, Medicaid, and PACE (Program of All-Inclusive Care for the Elderly)- in the region. Learn more at fallonhealth.org or follow us on Facebook, Twitter and LinkedIn. Brief Summary of Purpose: Under the direction of the Market Research Manager, supports Fallon by making Welcome/Outreach calls to members and/or survey calls to members or providers. Handles confidential patient/member information. Uses strong verbal communication skills and demonstrates excellent telephone communication skills. Understands the importance of leaving a positive impression on any member with whom they come into contact. When necessary, assists member through the creation of formal research cases. Responsibilities Job Responsibilities: Exhibits courtesy, compassion, empathy, and respect in all outbound communications with members and providers. Utilizes proper judgment in handling difficult or unusual calls. Responsible for learning and keeping current with Fallon products, policies and procedures. Responsible for documenting the results of all outbound calls using an electronic or written form. Makes Welcome/Outreach telephone calls to Fallon members providing product knowledge, customer assistance, and problem solving. Administers member telephone surveys. Working from a script, asks both open-ended and closed ended questions of members in order to capture information such as why the member joined Fallon, how satisfied the member is with Fallon and why the member left Fallon. Maintains the highest degree of member/patient confidentiality. Works both as a team member and as an individual depending on assigned project. Works on special projects and other tasks such as focus group recruitment and data entry as assigned by the Market Research Managers or executive staff. Assists Fallon members by creating formal research cases. When necessary, is responsible for properly documenting member issues and entering information into a specialized company database. Competencies: Adaptability - Handles day-to-day work challenges confidently. Is willing and able to adjust to multiple demands, shifting priorities, ambiguity, and rapid change. Shows resilience in the face of constraints, frustrations or adversity. Demonstrates flexibility Perseverance - Pursues everything with energy and drive and a need to finish. Seldom gives up before finishing, especially in the face of resistance or setbacks. Problem solving - Solves difficult problems with effective solutions. Asks good questions. Can see underlying or hidden problems and patterns. Is excellent at honest analysis. Looks beyond the obvious. Independent Action: Duties are generally procedural, allowing the individual to perform independently with intermittent supervision, in conformance with written instructions, established timeframes, and predetermined priorities. Problems not clearly defined by written directions or instructions are reviewed with Market Research Manager to determine course of action. Qualifications Education: • High school diploma or GED is preferred but we would consider relevant customer service call center work experience in lieu of this. • Bachelor's degree or advanced education is also preferred but not required. License/Certifications: N/A Experience: Minimum of one year Customer Service experience in a call center environment Computer skills A brief web-based typing test will be sent out to applicants, and the passing score is 25 net words per minute Pay Range Disclosure: In accordance with the Massachusetts Wage Transparency Act, the pay rate for this position is $19.50 per hour, which reflects what we reasonably and in good faith expect to pay at the time of posting. Fallon Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #P03
    $19.5 hourly Auto-Apply 60d+ ago
  • Service Account Representative

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    All Boston Mutual employees who interact with our policyholders, our producers and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. We do our best to: Demonstrate a desire to assist. Listen for understanding and respond empathetically. Explain things in a manner that is easy to understand. Be knowledgeable students of our business. Take full ownership to resolve questions and issues. Be professional, polite and courteous. Leave our customers and associates “better than where we found them.” The Service Account Representative is responsible for the successful onboarding of new customers and processing monthly remittances using a variety of processes while maintaining the highest levels of service professionalism in all they do. The Service Account Representative is expected to: Reconcile monthly list bills; process premium payments and other financial transactions, such as issuing refunds, reversing premiums, writing off small balances Perform checks and balances by identifying discrepancies to balance the accounts and resolution of problem situations. Provide customer service through written and verbal correspondence to internal/external stakeholders; recognize what needs to be done to meet complex stakeholder needs and demonstrate flexibility and responsiveness to meet those requirements. Process various mainframe transactions to change or correct policy records. Provide coaching and training for new hires and peers; collaborate to solve problems. Process returned mail and update addresses in mainframe system. Comply with privacy guidelines., company policies, and procedures. Perform other duties and/or projects as needed or required. JOB REQUIREMENTS AND QUALIFICATIONS Education: High School Diploma or GED required; Associates Degree preferred. Experience: Minimum of 2 years of equivalent business experience required. Insurance experience and/or knowledge preferred. 1+ years of experience in Customer Service preferred. Knowledge Requirements: Excellent written/verbal communication skills. Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. Excellent interpersonal skills and the ability to effectively build and extend relationships. Experience using multiple system applications, managing electronic and physical documents, ensuring they are properly recorded in systems and stored appropriately. Excellent working knowledge of Microsoft Office Word and Excel. Certifications/Licensures: N/A ADDITIONAL INFORMATION Regular Working Conditions (Desk job with occasional walking, use of computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions) Prolonged Standing Frequent Walking or Stooping Heavy Equipment or Machinery Operation Heavy Lifting Increased Noise Level Exposure to Weather Conditions Travel Required “On Call” Hours Required Other Information:
    $36k-43k yearly est. Auto-Apply 3d ago
  • Service Account Representative

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    Job Description All Boston Mutual employees who interact with our policyholders, our producers and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. We do our best to: Demonstrate a desire to assist. Listen for understanding and respond empathetically. Explain things in a manner that is easy to understand. Be knowledgeable students of our business. Take full ownership to resolve questions and issues. Be professional, polite and courteous. Leave our customers and associates “better than where we found them.” The Service Account Representative is responsible for the successful onboarding of new customers and processing monthly remittances using a variety of processes while maintaining the highest levels of service professionalism in all they do. The Service Account Representative is expected to: Reconcile monthly list bills; process premium payments and other financial transactions, such as issuing refunds, reversing premiums, writing off small balances Perform checks and balances by identifying discrepancies to balance the accounts and resolution of problem situations. Provide customer service through written and verbal correspondence to internal/external stakeholders; recognize what needs to be done to meet complex stakeholder needs and demonstrate flexibility and responsiveness to meet those requirements. Process various mainframe transactions to change or correct policy records. Provide coaching and training for new hires and peers; collaborate to solve problems. Process returned mail and update addresses in mainframe system. Comply with privacy guidelines., company policies, and procedures. Perform other duties and/or projects as needed or required. JOB REQUIREMENTS AND QUALIFICATIONS Education: High School Diploma or GED required; Associates Degree preferred. Experience: Minimum of 2 years of equivalent business experience required. Insurance experience and/or knowledge preferred. 1+ years of experience in Customer Service preferred. Knowledge Requirements: Excellent written/verbal communication skills. Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. Excellent interpersonal skills and the ability to effectively build and extend relationships. Experience using multiple system applications, managing electronic and physical documents, ensuring they are properly recorded in systems and stored appropriately. Excellent working knowledge of Microsoft Office Word and Excel. Certifications/Licensures: N/A ADDITIONAL INFORMATION Regular Working Conditions (Desk job with occasional walking, use of computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions) Prolonged Standing Frequent Walking or Stooping Heavy Equipment or Machinery Operation Heavy Lifting Increased Noise Level Exposure to Weather Conditions Travel Required “On Call” Hours Required Other Information:
    $36k-43k yearly est. 4d ago
  • Multi-Life Billing and Service Specialist

    Guardian Life Insurance Company 3.2company rating

    Pittsfield, MA jobs

    Are you a problem solver who enjoys diving into issues, breaking down barriers and providing solutions? Do you enjoy challenges and possess strong interpersonal skills to effectively communicate with both external customers and business teams? Is a culture where People Count, We Do the Right Thing, and We Hold Ourselves to Very High Standards important to you? If so, then you might be our next Multi-Life Billing & Service Specialist! You will Process timely and accurate invoices Manage post-sale operations to meet the needs of various clients Manage end to end communication, resolution and communication to customer inquires Build and maintain strong relationships with assigned Multi-Life customers Proactively manage customer plans activity to ensure integrity of all assigned accounts, timely communication, and accurate data Provide upfront and continual education of the customer on Guardian processes, policies, procedures including self- service functionality and navigation. Develop and provide technical expertise relative to Guardian system platforms Proactively solve complex scenarios Assist when necessary issuing policies You have Proficiency in Excel Strong analytical skills Strong organizational and administrative skills Strong verbal and written communication Demonstrated problem solving skills and ability to function effectively without close supervision. Critical thinking skills Bachelors or equivalent work experience. Individual DI and/or multi-life DI product knowledge preferred Experience in new business processing and/or policyholder service is desirable Salary Range: $42,830.00 - $64,250.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *************. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. Visa Sponsorship Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
    $42.8k-64.3k yearly Auto-Apply 38d ago
  • Claims Customer Service - First Report Technician

    Plymouth Rock 4.7company rating

    Farmington, CT jobs

    Claims Customer Service - FNOL Technician Are you a smart, driven and customer-focused person looking for a rewarding full-time opportunity with great company and excellent employee benefits? If so, we are currently hiring a Claims Customer Service Representative to join our growing Personal Lines Auto team in our Farmington, CT office. The Claims Customer Service/FNOL (First Notice of Loss) Representative serves as the initial point of contact for reporting parties following an auto loss. This role involves managing a moderate volume of FNOL inquiries and creating new auto claims efficiently and accurately. The ideal candidate will excel in delivering exceptional customer service, ensuring a positive experience for all clients. No prior insurance experience in needed. Responsibilities * Actively listen to customers and engage with them positively, demonstrating empathy and understanding. * Confirm initial coverage details and provide clear, concise information to customers. * Accurately enter information into the FNOL system and set up claims for success. * Communicate effectively and promote our added value services, highlighting how they benefit the customer. * Transfer calls to appropriate claim representatives or supervisors when necessary, ensuring a seamless transition. * Maintain a high level of professionalism and courtesy in all interactions. * Able to provide administrative or clerical support within our claims systems. Qualifications * Associate or bachelor's Degree required * Prior customer service experience is preferred but not required. * Proficient computer skills: a typing test will be requested. * Excellent reading skills with the ability to follow a script but also think independently. * Strong ability to work effectively in a team environment. * Excellent written and verbal communication skills. * Flexibility with working hours as an hourly employee. * Demonstrated ability to handle stressful situations with patience and tact. * Commitment to continuous improvement and learning in customer service practices. Perks and Benefits * 4 weeks accrued paid time off + 9 paid national holidays per year. * Tuition Reimbursement. * Low cost and excellent coverage health insurance options (medical, dental, vision) * Robust health and wellness program and fitness reimbursements * Auto and home insurance discounts. * Matching gift opportunities. * Annual 401(k) Employer Contribution (up to 7.5% of your base salary). * Company sponsored social events. * Various Paid Family leave options including Paid Parental Leave. Salary Range - $42,000 a year - Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. About Plymouth Rock The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 2,000 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of "A-/Excellent". #LI-RJ1
    $42k yearly Auto-Apply 60d+ ago
  • Customer Service Representative

    Plymouth Rock 4.7company rating

    Boston, MA jobs

    As a Customer Service Representative on our Customer Service team, you will be responsible for delivering superior experiences to our customers by phone, email, and text. Specifically, these inquiries will be about our Home Insurance product. This is a dynamic, fast-paced environment in which you'll use critical thinking skills and computer navigational abilities to solve customer problems. No two inquiries are ever the same, which makes this an exciting place to develop and hone your customer service and problem-solving skills. What is exciting about this role and Plymouth Rock? This is a salary-based position that comes with full benefits, and promotional opportunities. No prior insurance experience is required, as you will receive extensive training and support. Plymouth Rock knows that happy employees promote happy customers, and that a successful, fulfilling employee experience makes all the difference. We foster a stable, diverse and thriving work environment where everyone feels valued, empowered and free to share ideas. Essential Responsibilities * Primary responsibility is to provide extraordinary service on all inquiries regarding our home insurance product. These inquiries can come via phone, email, text and chat * Making sure every customer interaction results in a great customer experience. * Develop and maintain strong knowledge of our revolutionary insurance product * Accurately enter and update policy information into the various processing systems * Build enduring relationships with agents, customers and team members * Be willing to learn something new every day and apply it to future customer interactions Qualifications and Education * Excellent oral and written communications skills * Ability to multitask and adapt to changes quickly * Capability to identify and address customer's needs to ensure an outstanding experience on every interaction * Capacity to work in a fast pace supporting the rapid growth of our customer base * Be a self-motivated individual to meet & exceed goals * Proficient in the use of Microsoft Office * Minimum of 1 year overall work experience preferred * Have obtained or are working towards a college degree Perks & Benefits * 4 weeks accrued paid time off + 9 paid national holidays per year * Free onsite gym at our Boston Location * Tuition Reimbursement * Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision) * Robust health and wellness program and fitness reimbursements * Auto and home insurance discounts * Matching gift opportunities * Annual 401(k) Employer Contribution (up to 7.5% of your base salary) * Various Paid Family leave options including Paid Parental Leave * Resources to promote Professional Development (LinkedIn Learning and licensure assistance) * Convenient location directly across from South Station and Pre-Tax Commuter Benefits Salary Range: The pay range for this position is $45,000 to $50,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. About the Company The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 2,000 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of "A-/Excellent". #LI-JS1
    $45k-50.5k yearly Auto-Apply 60d+ ago
  • Customer Service Representative - Personal Lines

    Plymouth Rock 4.7company rating

    Boston, MA jobs

    As a Customer Service Representative, you will work in a dynamic environment where professionalism and commitment to a team environment is highly valued. Representatives manage inbound calls from our customers, agents, and third parties. The representative will also process policy change requests and work independently on project assignments, so attention to detail is essential. Representatives are expected to exercise good judgment, flexibility and friendliness in their interactions. Essential Functions & Responsibilities * Research customer and agent inquiries and elevate issues to Supervisor as needed. * Accurately enter and update policy information in a timely fashion in accordance with established procedure and handle phone inquiries. * Manage time efficiently and handle multiple tasks in a fast-paced work environment. * Answer questions regarding policies, coverages and premiums; assume ownership for thorough follow up on all contacts. * Deliver first call resolution and make it easy for the customer. * Perform research and initiate changes/corrections to customer's policies according to established procedures and sound business judgment. * Meet and/or exceed the expectations of customers and agents, providing professional and efficient service at all times through positive interactions and extensive product knowledge. Qualifications & Education * Above average interpersonal, listening, communication and organizational skills * Good analytical and decision making skills * High energy and motivation to follow up and take ownership * Bachelors or Associates Degree Salary Range: The pay range for this position is $45,000 to $50,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. Benefits & Perks: * Paid time off * Free onsite gym at our Boston location * Tuition reimbursement * Low cost and excellent health insurance coverage options that start on Day 1 (medical, dental, vision) * Robust health and wellness programs * Auto and home insurance discounts * Matching donation opportunities * Annual 401(k) employer contribution * Various Paid Family leave options including Paid Parental Leave * Resources to promote professional development * Convenient locations and pre-tax commuter benefits About Plymouth Rock The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner's insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 2,000 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of "A-/Excellent". #LI-DNI
    $45k-50.5k yearly Auto-Apply 60d+ ago
  • Customer Service Representative

    Plymouth Rock Assurance 4.7company rating

    Boston, MA jobs

    Plymouth Rock is looking for energetic, driven entry-level candidates to work in their Claims Department. The primary responsibility of this role is to handle property and casualty claims. Working in our downtown Boston location (across the street from South Station), Claims Representatives investigate, evaluate and create a disposition of the first and third party auto property damage claims. Plymouth Rock offers competitive salaries and top notch benefits including dental and vision insurance as well as a 401k company match. We have a Boston Sports Club in our building and also offer extensive training to start help jumpstart your career. Job Description In this position, the Customer Service Representative will be a highly motivated individual responsible for delivering superior service experiences to our independent agents and policyholders. The Representative will develop and maintain agency relationships to drive sales, service and underwriting execution in support of PRAC MA, PRAC CT and MWAC products. Responsibilities: Primarily responsible to provide extraordinary service to our policy holders and agents. Research customer concerns and take accountability through resolution. Escalate customer complaints and feedback to management as required. Process policy endorsements accurately and within a timely fashion in accordance with established company procedures. Provide training to our independent agency force in support of our products and services. Achieve and maintain department productivity, Customer Experience and time service standards. Support MA, CT, and MWAC inquiries making sure to find the “Yes “opportunity with each customer interaction. Complete all assigned project work qualitatively and in a timely manner. Capable of working independently with minimal supervision. Set a professional example in both approach and work ethic. Knowledge, Skills, and Abilities Required: Customer centric focus. Sound problem resolution and analytical skills. Excellent oral and written communications skills. Excellent organizational skills and the ability to work in a fast past environment. Ability to multitask. Sound knowledge of Microsoft Office. Ability to work with attention to detail. Knowledge of auto insurance contracts preferred. MA Property and Casualty License preferred. Qualifications Education & Experience: Bachelor's degree required Minimum of 1 year of overall work experience. Personal Lines Auto (MA, NH, and CT) preferred. Additional Information All your information will be kept confidential according to EEO guidelines.
    $38k-44k yearly est. 60d+ ago
  • Customer Service Representative

    Plymouth Rock Assurance 4.7company rating

    Boston, MA jobs

    Plymouth Rock is looking for energetic, driven entry-level candidates to work in their Claims Department. The primary responsibility of this role is to handle property and casualty claims. Working in our downtown Boston location (across the street from South Station), Claims Representatives investigate, evaluate and create a disposition of the first and third party auto property damage claims. Plymouth Rock offers competitive salaries and top notch benefits including dental and vision insurance as well as a 401k company match. We have a Boston Sports Club in our building and also offer extensive training to start help jumpstart your career. Job Description In this position, the Customer Service Representative will be a highly motivated individual responsible for delivering superior service experiences to our independent agents and policyholders. The Representative will develop and maintain agency relationships to drive sales, service and underwriting execution in support of PRAC MA, PRAC CT and MWAC products. Responsibilities: Primarily responsible to provide extraordinary service to our policy holders and agents. Research customer concerns and take accountability through resolution. Escalate customer complaints and feedback to management as required. Process policy endorsements accurately and within a timely fashion in accordance with established company procedures. Provide training to our independent agency force in support of our products and services. Achieve and maintain department productivity, Customer Experience and time service standards. Support MA, CT, and MWAC inquiries making sure to find the “Yes “opportunity with each customer interaction. Complete all assigned project work qualitatively and in a timely manner. Capable of working independently with minimal supervision. Set a professional example in both approach and work ethic. Knowledge, Skills, and Abilities Required: Customer centric focus. Sound problem resolution and analytical skills. Excellent oral and written communications skills. Excellent organizational skills and the ability to work in a fast past environment. Ability to multitask. Sound knowledge of Microsoft Office. Ability to work with attention to detail. Knowledge of auto insurance contracts preferred. MA Property and Casualty License preferred. Qualifications Education & Experience: Bachelor's degree required Minimum of 1 year of overall work experience. Personal Lines Auto (MA, NH, and CT) preferred. Additional Information All your information will be kept confidential according to EEO guidelines.
    $38k-44k yearly est. 6h ago
  • Worksite Billing Support Representative

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance - via enrollment and billing options at the workplace. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist Listen for understanding and respond empathetically Explain things in a manner that is easy to understand Be knowledgeable students of our business Take full ownership to resolve questions and issues Be professional, polite and courteous Leave our customers and associates “better than where we found them” The Worksite Billing Support Representative is responsible for the successful processing of administrative transaction requests using a number of processes and systems while maintaining the highest levels of service professionalism in all they do. The Worksite Billing Support Representative is expected to: Sort letters and distribute to representatives Assign email service tickets to appropriate representatives Transfer phone service tickets to appropriate representatives Respond to level 1 email requests Resolve email service tickets that do not require a response Administer clearing of reconciled items in operating account Move 'in-process' files to 'complete' Process the assignment/reassignment of cases to representatives and publish to intranet Split Electronic Payment Processing reports Send appropriate bills, letters and policy documentation electronically or in Excel format as requested. Process various admin system transactions to add, change or correct policy records; additionally process online portal transactions. Be Knowledgeable of all major functions within the department including, but not limited to: Online Portal, electronic file processing, terminations, and conservation processes. Provide strong customer service support to all telephone and written inquiries, providing accurate and courteous responses in line with our ‘Family Matters' brand. Comply with privacy guidelines; will protect the privacy of customer information. Performs other duties and/or projects as needed or required. Qualifications Education: High School Diploma required. Experience: Minimum of 2 years of business experience required. Knowledge Requirements: Excellent written/verbal communication skills. Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. Excellent interpersonal skills and the ability to effectively build and extend relationships. Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow. Strong computer skills using MS Office. Good math skills. Team player and ability to work independently. Insurance knowledge is a plus. Other Information: Hybrid Work ModelAt our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week.Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.#LI-Hybrid
    $38k-44k yearly est. Auto-Apply 60d+ ago
  • Claim Support Representative

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist Listen for understanding and respond empathetically Explain things in a manner that is easy to understand Be knowledgeable students of our business Take full ownership to resolve questions and issues Be professional, polite and courteous Leave our customers and associates “better than where we found them” Statement of Position The Claim Support Representative reports directly to the Supervisor Claim Support. The Claim Support Representative is responsible for providing timely support to the Claim Services Department while demonstrating the highest levels of service professionalism in all they do. The Claim Support Representative is expected to: Prepare items for imaging, including new claims, correspondence, closed claim files, and notification of claims. Provide back up to data imager. Index relevant items for pending and closed claims. Sort all Claims Services mail. Pull claim files associated with incoming mail and deliver to Examiners for handling. Scan correspondence, medical records and other claim forms and correspondence. Photocopy pertinent items such as death certificates, envelopes, claim forms. Provide statistical reporting of mail and pending mail. Research returned mail. Set up new claims as needed. Distribute claim kits as requested Handle routine status Customer Service Calls, document calls and refer complex call to the Examiners. Mail claim checks. Retrieve, review, and distribute faxes and emails received via the claim department inbox. Typing of letters as requested. Look ups on MASS.DOR/CSLN/LEXIS NEXIS. Other duties and special projects as required. JOB REQUIREMENTS AND QUALIFICATIONS Education: High School Diploma, GED or equivalent required. Experience: Minimum 2 years of office or customer service experience preferred. Knowledge Requirements: Excellent written/verbal communication skills. Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. Excellent interpersonal skills and the ability to effectively build and extend relationships. Strong attention to detail. Working knowledge of desktop applications such as Outlook, Word and Excel. Insurance knowledge is a plus. Certifications/Licensures: N/A ADDITIONAL INFORMATION Regular Working Conditions (Desk job with occasional walking, use of computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions) Prolonged Standing Frequent Walking or Stooping Heavy Equipment or Machinery Operation Heavy Lifting Increased Noise Level Exposure to Weather Conditions Travel Required “On Call” Hours Required Other Information:
    $38k-44k yearly est. Auto-Apply 3d ago
  • Service Acct Representative - Floating Team

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance - via enrollment and billing options at the workplace. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist Listen for understanding and respond empathetically Explain things in a manner that is easy to understand Be knowledgeable students of our business Take full ownership to resolve questions and issues Be professional, polite and courteous Leave our customers and associates “better than where we found them” The Service Representative Floating Team reports directly to the team Supervisor. The Service Representative is responsible for supporting the overall Cx team during peak processing times; while demonstrating the highest levels of service professionalism in all they do. This role is key to ensuring day to day activities and functions are effectively being handled and high level of service is being provided to our customers. As Service Account Representative, responsibilities include: Handle a variety of inquiries and problems from internal teammates and external partners (policy owners and agents) Reviews, researches and troubleshoots problems and initiates and/or completes action for requests. Partners with other areas for resolution to problems. Provide back-up support on all functions within the area; supporting work completion based on volume peaks or staffing challenges Participates in project work for the department as a subject matter expert (SME) Participates in presentations, training, and team meetings. Is available to the team for mentoring/training and assistance on cases and research Assists the supervisor with the department's quality reviews, work monitoring and delegation. Develops, maintains and distributes weekly and monthly reporting Participate in team meetings, goal setting and team decisions. Other duties as required. Qualifications Education: College degree or related experience (Liberal Arts or Business); as well as at least 5 years of Customer Service experience Experience: PC skills, (Microsoft Office - Word, Outlook, Excel, Access, etc.), strong communication skills, problem solver, phone etiquette Other Information: Hybrid Work ModelAt our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week.Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.#LI-Hybrid
    $42k-52k yearly est. Auto-Apply 60d+ ago
  • Service Acct Representative - Floating Team

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance - via enrollment and billing options at the workplace. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist Listen for understanding and respond empathetically Explain things in a manner that is easy to understand Be knowledgeable students of our business Take full ownership to resolve questions and issues Be professional, polite and courteous Leave our customers and associates “better than where we found them” Statement of Position The Service Representative Floating Team reports directly to the team Supervisor. The Service Representative is responsible for supporting the overall Cx team during peak processing times; while demonstrating the highest levels of service professionalism in all they do. This role is key to ensuring day to day activities and functions are effectively being handled and high level of service is being provided to our customers. As Service Account Representative, responsibilities include: Handle a variety of inquiries and problems from internal teammates and external partners (policy owners and agents) Reviews, researches and troubleshoots problems and initiates and/or completes action for requests. Partners with other areas for resolution to problems. Provide back-up support on all functions within the area; supporting work completion based on volume peaks or staffing challenges Participates in project work for the department as a subject matter expert (SME) Participates in presentations, training, and team meetings. Is available to the team for mentoring/training and assistance on cases and research Assists the supervisor with the department's quality reviews, work monitoring and delegation. Develops, maintains and distributes weekly and monthly reporting Participate in team meetings, goal setting and team decisions. Other duties as required. Qualifications & Knowledge Requirements Education: College degree or related experience (Liberal Arts or Business); as well as at least 5 years of Customer Service experience Experience: PC skills, (Microsoft Office - Word, Outlook, Excel, Access, etc.), strong communication skills, problem solver, phone etiquette Knowledge Requirements: Certifications/Licensures: N/A Additional Information Regular Working Conditions (Desk job with occasional walking, use of a computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions) Prolonged Standing Frequent Walking or Stooping Increased Noise Level Exposure to Weather Conditions Heavy Lifting Heavy Equipment/Machinery Operation Travel Required “On Call” Hours Required Other Information:
    $42k-52k yearly est. Auto-Apply 6d ago
  • Issue Representative

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.
    $41k-51k yearly est. Auto-Apply 3d ago
  • Issue Representative

    Boston Mutual Life Insurance Company 4.0company rating

    Canton, MA jobs

    Job Description All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” - it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance - via enrollment and billing options at the workplace. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve - representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist Listen for understanding and respond empathetically Explain things in a manner that is easy to understand Be knowledgeable students of our business Take full ownership to resolve questions and issues Be professional, polite and courteous Leave our customers and associates “better than where we found them” The Issue Representative is responsible for setting up, data entering new applications, issuing, resolving agent concerns, responding to status emails, calls, quality reviewing applications and policies, while demonstrating the highest levels of service and professionalism in all they do. The Issue Representative is expected to: Oversee all newly submitted applications by collecting relevant information and verifying accuracy with all necessary forms. Data enter of new General Agencies' application submissions into the Tracker database. Export MIB, EFT and IDV/OFAC batch. Validate agent and hierarchy licensing state and company appointments using electronic system. Issue General Agency policies and process duplicate policy requests. Calculate premiums and check for accuracy and discrepancies. Assist agents with product quotes and illustrations. Follow up discrepancies with agent/broker. Handle complex policies, ALIS changes and transactions. Quality review applications and issued policies for accuracy and potential errors. Handle written and verbal communication with General Agency Producer, Policyholders and Home Office departments. Resolve agent concerns and answer inquiries. Responsible for incoming fax, mail and emails. Look for opportunities for improving workflow. Participation in team meeting, team goal setting, and team decisions. Must comply with privacy guidelines; will protect the privacy of customer information. Assist with policy assembly, checking, and mailing. Train and mentor new employees. Assist with updates to training manuals. Other duties and special projects as required. Qualifications Education: High School Diploma required. Some college preferred. Experience: Minimum of 2 years of business experience required. Knowledge Requirements: Excellent written/verbal communication skills. Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. Strong ability to pay attention to detail Excellent interpersonal skills and the ability to effectively build and extend relationships. Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow. Strong computer skills using MS Office. Works well in a team environment and independently. Insurance knowledge is a plus. Hybrid Work Model At our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace. #LI-Hybrid
    $41k-51k yearly est. 4d ago

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