Customer Service Assistant - California

Job description

SUMMARY: Customer Service Assistant is focused on providing excellent customer service for Retail Truck Insurance Agency. Duties include assisting clients via phone calls and emails, administrative and data entry tasks to support the service of current clients and potential clients. RESPONSIBILITIES/TASKS: This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required. - Take client phone calls and communicate policy change requests to Team Members. - Issuing Certificates of insurance for our clients. - Inputting potential business in our core C1 system as well as various online platforms. - Creating of policy files in Image Right System. - Daily / weekly filing of correspondence to Image Right System. - Process client payments in C1 system, assisting with payments made to Liberty Premium finance via the PBS billing system - Manage policy receipt policy, reviews policies for accuracy and emailed or mailed to retail Customers. - Works effectively on the assigned team. - System/Software Skills – Must learn all systems and stay current with changes and updates. - Conduct...