PURPOSE
The Service Specialist position is designed to be an integral part of the Operations Account Teams. This position focuses on providing level one support for customers by focusing on continuous improvement, efficiency and providing a consistent level of service for customers and support for Account teams. In addition, the Service Specialist position works closely with the customer facing teams and our carrier partners to execute the day-to-day operation as a highly transactional service team.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Proving a high level of customer service by way of transactional services and clear communication
- Set expectations with the customer on what to expect and what is expected of them throughout the lifecycle of the claim. Work with carrier or insurance adjuster to claim's conclusion
- Assisting customer facing teams by using proper Salesforce macros, templates and flows.
- Improving on time management, organization and planning skills
- Consistent Monday-Friday work schedule
- Communicate daily with both customer facing teams, customers, and adjusters via Salesforce tools, email, and phones
- Work with scalable processes that enable the team to be efficient while providing a focused high level of customer service
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
- Internal systems
- Microsoft programs
- Salesforce
- Carrier relationships
- Communications
- Time Management
- Relationship Management
- Problem Resolution
QUALIFICATIONS:
- High School Diploma required
PHYSICAL DEMANDS & WORK ENVIRONMENT
Work Environment: Job is typically performed in a general office environment.
