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    Customer Service Representative - Irving, United States - Yoh, A Day & Zimmermann Company

    Yoh, A Day & Zimmermann Company background
    Description

    Customer Service Representative (Insurance(

    Direct Hire

    Irving, TX (Onsite)

    Position Responsibilities

    Contract Entry

    Contract Transfers

    Contract Cancellations

    General upkeep of assigned Producer groups

    Client Services – Inbound Phone Line incl. voicemails and Email support

    Provide administrative Agency, Dealership, Sales, and Consumer Support

    Accounting software - Cash Application

    Monthly Partner Invoicing

    Financial Refunds and Adjustments preparation

    Requirements

    2-3 years of experience in client services or a similar role

    Ensuring a positive and professional client service experience

    Proficient in Microsoft Office Suite Programs

    NetSuite Accounting Software experience a plus

    Communication Skills

    Problem Solving & Critical Thinking

    Keen attention to detail

    Positive attitude, ability to collaborate with other divisions and provide excellent customer service

    Ability to multi-task, prioritize and meet assigned deadlines

    Ability to build relationships with clients and internal departments

    Ability to thrive as a self-starter in a start-up environment

    A constant desire to learn and improve



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