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Customer Service Representative

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POST DATE 8/26/2016
END DATE 11/21/2016

National General Insurance Company Hillsboro, OR

Hillsboro, OR
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Entry Level (0 - 2 years)
High School Diploma or GED


Description Come Grow with Velapoint!
Velapoint Insurance is a growing insurance sales company in located in Hillsboro, OR. We believe in providing our customers with the same insurance experience we would want to have! Let's face it, change is never easy and with all the healthcare reform the new landscape is even more confusing and overwhelming for everyone.

At Velapoint it's our duty and pleasure to assist individuals with finding a plan that fits their budget and coverage needs. Our clients are the single most important person in our organization. We represent primary carriers across all 50 states.

Department Review

We are a dynamic group of customer service individuals who thrive in the ever so changing world of insurance and customer service. While giving our customers the best service available is our top priority, we also like to have some fun; we run daily, weekly and monthly contests with prizes ranging from Starbucks gift cards to iPads.

We are looking to add dynamic, customer service oriented team members to our growing staff! If you are customer focused, detail oriented, and thrive in a fun, fast paced environment, then we are looking for you!

About the Position

Reporting to the Customer Service Supervisor, the CSR provides a quality and timely experience for our clients with each interaction, as well as supporting our internal staff where appropriate. CSRs receive inbound calls from our internal sales agents, complete applications accurately, and complete numerous types of policies, often during the same interaction.

This role demands a high degree of systems acumen, patience, and orientation to detail. CSRs also interact with various carriers to complete applications and follow up with clients to ensure all necessary documentation has been obtained and transmitted accordingly. Throughout the day, CSRs may manage all types of calls to assist the clients complete their applications in full and/or provide additional assistance as necessary.

Primary responsibilities for this position include the following:

*Communicate effectively and professionally with clients, carriers, partners and internal staff members
*Record detailed notes in AgentCubed for each client and each interaction
*Complete tasks independently or with minimal supervision as needed
*Consistently demonstrate time management skills throughout business day
*Document in the client's record pertinent issues during application process as well as the disposition of the application if unable to proceed at that time
*Read and clearly communicate scripting verbatim; record and save as required
*Appropriate use I3 phone system, remains in Available status for majority of day
*Communicate consistently with agents through Lync with issues, transfer clients back to agent when unable to proceed
*Demonstrate punctual and stable attendance patt
Position Requirements
The ideal candidate for this position brings an enthusiasm for providing the best customer service experience whether it's to an internal or external customer. All employees must be able to operate in a fast-paced, high-growth work environment and be able to tolerate ambiguity as we continue to grow and develop. Our employees are flexible, relish a challenge and look forward to being a part of a team of individuals driven by success.

The successful candidate will possess the following combination of experience, knowledge and skills:
*High School Diploma/ GED
A minimum of six months of customer service experience. Preference given for call center or medical office experience.
*Beginning to intermediate computer skills are required including familiarity with windows-based programs such as Microsoft productivity tools (e.g., Excel, Word, and Outlook). Strong Outlook capabilities.
*Must be able to type a minimum of 45 WPM.
*Regular attendance is required.
*Ability to navigate multiple screens at once.
*Work well under pressure.
*Ability to partner and teamwork with other departments.
*Flexibility with scheduling around business needs.
*Must be able to work independently as well as thrive in a fast-paced, dynamic, team environment.
*Strong desire to bring best practices to the team, share your knowledge and expertise and enable your team members' mutual success as the organization continues to grow.
*Must possess excellent interpersonal and communication skills (written and verbal).
*Must possess high attention to detail.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.