Clear HarborCustomer Service Representative
Jul. 2020 - Apr. 2021DominicaBRISTOL WEST INSURANCE, From the Farmers group of Companies • Handling upwards of 100 inbound & outbound customer calls per day • Utilizing an expansive salesforce database to accurately inform and advise clients on the specifications of insurance policies, the company’s services & coverage options •Using company software to make amendments to customer billing & policy accounts, which included
voiding refunds, transferring funds, redistributing credits to various billing accounts, applying discounts, waiving fees, issuing & reissuing refunds, making payment arrangements, assisting with automatic payments, updating payment plans, updating coverages as well as driver attribute & vehicle information.
• De-escalating irate customers using a strategic method that included showing empathy, active listening, acknowledgment of issue & taking accountability.
• Generating, editing & distributing important policy documents & information per company & US State guidelines to customers, agency staff, agents, federal and corporate organizations by utilising internal & external software, email, fax, & electronic request mailing outbox
• Identifying issues & applying relevant technological solutions per company reference data base
• Simplifying complicated insurance related terminology, clauses & terms of service to ensure that the customer has a better understanding of policies & guidelines
• Assisting customers with understanding various numeric billings & accounts
• Assisting licenced insurance agents with completing & or understanding tasks
related to accounting and policy details
• Documenting in standard American English important specifics of customer queries,
inquiries & request & actions taken as well as advice and instructions given
• Reporting back to management & supervisory panel the details in its entirety of overall call handling, time management, quality, documentation, & verification of both inbound & outbound interactions