Customer Service Representative

Hai Group - Cheshire, CT

Full-time - Entry Level

Cheshire, CT

Insurance Carriers and Related Activities

About the position

The Customer Service Representative at HAI Group is responsible for delivering exceptional customer service through various member communications and transactions. This role involves handling inquiries, resolving customer concerns, documenting requests, and making policy changes. The representative will assist in preparing and delivering insurance products and services, support account executives, and manage service activities for assigned accounts.

Responsibilities

• Completes transactional requests as provided by the account executive (AE) or member.
• Resolves questions and/or issues referring to appropriate areas if needed.
• Collaborates with members to answer questions and resolve issues.
• Demonstrates accuracy in processing changes to members' policies based on the information provided.
• Verifies coverage for customers and provides proof of evidence of insurance documents.
• Remains current on new marketing campaigns to respond appropriately to inquiries.
• Handles requests regarding member documentation and explains decisions and processes clearly.
• Performs renewal activities associated with designated lines of business adhering to eligibility guidelines.
• Follows up with policyholders regarding payment status and collaborates with finance for inquiries.
• Facilitates the completion and submission of policyholder applications for insurance products.
• Supports the National Flood Insurance Program (NFIP) when needed.
• Manages service activities including account level information gathering and data entry.

Requirements

• High School Diploma or GED
• 1+ years' experience working in an administrative environment, preferably in insurance or agency operations
• Customer service experience
• Must be legally authorized to work in the United States without the need for employer sponsorship
• Producer's license or ability to obtain license within 90 days of employment

Nice-to-haves

• Minimum three years of commercial lines service in Insurance Company/Agency Operations
• Associates Degree or equivalent work experience
• Experience with Agency Management System or equivalent
• Professional knowledge of commercial lines insurance and agency operations
• Possesses working knowledge of the Sales Process and Underwriting

Benefits

• Health savings account
• AD&D insurance
• Paid holidays
• Loan repayment program
• Disability insurance
• Health insurance
• On-site gym
• Dental insurance
• 401(k)
• Flexible spending account
• Tuition reimbursement
• Paid time off
• Vision insurance
• 401(k) matching
• Flexible schedule