Help new customers establish platform credentials with our various partners
Provide responsive customer support by diagnosing issues, troubleshooting problems, and delivering effective solutions to ensure a positive user experience
Collect proper documentation and forms to maintain customer files accurately and consistently in accordance with department workflows and procedures
Update customer information in our internal databases, on carrier platforms, and carrier partners
Task and pend to ensure timely and accurate processing, follow up as needed
Contribute or create a standard operation procedure for each process to be shared amongst your team for training and reference
Provide clear communication and documentation of workflow status
Respond to inquiries in a timely and professional manner
Requirements
Working knowledge of MS Office (Word, Excel, & Outlook)
Working knowledge of carrier websites (preferred)
Experience with Agency Management Software Systems (preferred)