ADO Field Trainer/Customer Service Representative

Job description

OBJECTIVE: To lead the Field Force to success by providing comprehensive training and customer service support for independent contractor insurance agents to quote, sell, and service clients. To provide operator service during normal business hours by answering and taking ownership of all incoming calls to the Agent Development Office (ADO) in a prompt, professional, and courteous manner. To proactively research and resolve policy issues by assisting agents and customers by phone, in-person, email, daily document listings, and system reports. To oversee daily office operations of the Agent Development Office and policy servicing. To be a multi-line subject matter expert for field staff. To offer training for all lines of business and system operations to ADO staff, agent staff, and agents. RESPONSIBILITIES: Assist customers and potential customers with questions regarding billing, insurance coverages, and member benefits. Face-to-face interaction with ADO Field Customer Service Representatives, Agent Staff, Agents, Managing Partners, and insureds. Receive, process, and verify insurance and membership transactions. Take ownership of complaints and inquiries and proactively follow th...