Customer Service Assistant - Retail Trucking Insurance Agency - AF Group – La Pa

<strong>AF Group (Lansing, Mich.) and its subsidiaries are a premier provider of innovative insurance solutions. Insurance policies may be issued by any of the following companies within AF Group: Accident Fund Insurance Company of America, Accident Fund National Insurance Company, Accident Fund General Insurance Company, United Wisconsin Insurance Company, Third Coast Insurance Company, or CompWest Insurance Company.</strong>

CA, USA

AF Group

<p class="p1"><strong>AF Group&rsquo;s focused and passionate team uses industry-leading best practices, analytics and resources to manage risk and minimize loss for our policyholders while strengthening businesses with our valued independent agent partners.</strong></p> <p class="p1"><strong>We strive to continuously increase the long-term value of our organization by outperforming our industry peers and fostering a culture of underwriting and claims excellence.</strong></p> https://www.afgroup.com/

keywords: position summary,compensation,customer care,administration,management,performance,education,experience,skills

Non-Manager

Competitive Compensation and Benefits Package

Overview: Customer Service Assistant is focused on providing excellent customer service for Retail Truck Insurance Agency<span class="modified"> (Commercial Carriers Insurance Agency ( CCIA))</span>. Duties include assisting clients via phone calls and emails, administrative and data entry tasks to support the service of current clients and potential clients. This is a hybrid position reporting to our AF Group -La Palma Campus*.&nbsp;<br /><br /><strong>Pay Range</strong>: Actual compensation decision relies on the consideration of internal equity, candidate&rsquo;s skills and professional experience, geographic location, market, and other potential factors. It is not standard practice for an offer to be at or near the top of the range, and therefore a reasonable estimate for this role is between $34,700 and $58,050.
Responsibilities: <ul> <li>Take client phone calls and communicate policy change requests to Team Members. &nbsp;</li> <li>Issuing Certificates of insurance for our clients.&nbsp;</li> <li>Inputting potential business in our core C1 system as well as various online platforms.&nbsp;</li> <li>Creating of policy files in Image Right System.&nbsp;</li> <li>Daily / weekly filing of correspondence to Image Right System.</li> <li>Process client payments in C1 system, assisting with payments made to Liberty Premium finance via the PBS billing system</li> <li>Manage policy receipt policy, reviews policies for accuracy and emailed or mailed to retail Customers.</li> <li>Works effectively on the assigned team.</li> <li>System/Software Skills &ndash; Must learn all systems and stay current with changes and updates.</li> <li>Conduct limited research when necessary.</li> <li>Successfully completes basic job specific training as defined in the Policy Services Training Matrix within the first three months of employment.</li> <li>Continually maintains 98% or above quality.</li> <li>Continually maintains 85-115% metric score with 80-100% time on task.</li> <li>Maintains an 80% or above customer service score.</li> <li>Ability to interact with others in a professional manner.</li> </ul>
Requirements: <p><strong>EDUCATION:</strong></p> <ul> <li>High School Diploma is required.</li> </ul> <p>&nbsp;</p> <p><strong>EXPERIENCE</strong></p> <ul> <li>Prior experience in customer service, data entry, administrative and/or clerical role, is preferred.</li> <li>Retail Truck Insurance Agency experience preferred.</li> </ul> <p>&nbsp;</p> <p><strong>SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED:&nbsp;</strong></p> <ul> <li>Proficient in Microsoft Office skills including Word, Excel, Outlook and Power Point.</li> <li>After one year of employment, take required courses and pass state exam to receive California Property&nbsp; and Casualty License.</li> <li>Professional demeanor, customer service skills and problem-solving abilities are critical to this position.</li> <li>Able to understand and carry out instructions.</li> <li>Detail oriented.</li> <li>Flexible and able to multi-task assignments.</li> </ul> <p>&nbsp;</p> <p><strong>WORKING CONDITIONS:</strong></p> <p>As a hybrid employee, work is performed both remotely and in an office setting, with no unusual hazards. During the training period, the employee may be required to work onsite more frequently. After training, the position will transition to a hybrid arrangement, with in-office attendance required a few times each month, as directed by the manager.</p> <p>*&nbsp;<strong>Office Location:</strong></p> <p>AF Group &ndash; La Palma Campus<br />4 Centerpointe Drive, Suite 300&nbsp;<br />La Palma, CA 90623&nbsp;</p>