Customer Service Representative II - Bedford - Concord Group Insurance

    Concord Group Insurance
    Concord Group Insurance Bedford

    1 week ago

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    Description

    Job Summary

    The Customer Service Representative plays a vital role in delivering exceptional service to agency partners and policyholders by developing and maintaining expertise in our products, systems, and services. This critical position serves as a mentor to junior team members and maintains broad visibility across the company.

    Responsibilities:

    • Act as a mentor and training partner to junior team members
    • Service agents and policyholders with information relating to policies, including bills, payments, coverage information, etc.
    • Handle an average of 35-45 inbound phone calls per day, with end-to-end call resolution
    • Respond to agency partners and policyholders through chats, emails, and telephone calls
    • Follow-up on complex accounting payment issues with agents and policyholders
    • Educate agents and policyholders to manage their accounts on our customer website
    • Review policy documentation to ensure accurate delivery of information
    • Complete policy premium audits
    • Communicate with agents and customers regarding complex billing issues
    • Process policyholder and agency correspondence

    Requirements:

    • High school diploma or equivalent required; undergraduate college degree strongly preferred
    • 2 years of property and casualty insurance experience or equivalent combination of education and work experience preferred
    • Able to build rapport with agents, policyholders, and team members
    • Excellent communication, interpersonal, and problem-solving skills
    • Must be dependable, reliable, and possess an energetic and positive attitude
    • Proficiency in Microsoft Office suite of products, including Word and Excel

    Benefits:

    • Comprehensive total compensation package, including medical, vision, dental, life, and disability insurance
    • Generous Paid Time Off Program, including vacation, personal, sick time, and holiday pay
    • Invest in your future with our competitive 401(k) plan with company match

    About Us:

    The Concord Group is a leading regional provider of property and casualty insurance, dedicated to protecting families and small businesses that enable our communities to thrive. Our positive work environment, competitive benefits, and rapid growth make The Concord Group a great place to build your career.

    We are an Equal Opportunity Employer and participate in E-Verify.



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Customer service representative ii