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USPF Customer Service Specialist
 Ameris Bank | |
 United States, California, Costa Mesa | |
| 575 Anton Boulevard (Show on map) | |
 Apr 07, 2025 | |
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Description
This position will communicate effectively and professionally by phone and e-mail with Insurance Agents and Brokers, as well as Insureds. The customer service specialist will work by phone and email to resolve questions or concerns, as well as achieve targets regarding call volume, quality and other performance targets. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: * Answers inbound customer service calls. * Enters payments from agents and insureds. * Responds to email received on individual as well as customer service group email account. * Assists in opening, sorting and delivering mail. * Scans documents to the imaging system, as necessary. * Communicates with insurance agents regarding the status of transactions within their portfolio. * Communicates with insureds regarding the status of their loans to attempt to prevent policies from canceling. * Follows up with insurance companies, general agencies, agents, and insureds regarding potentially outdated address, phone, fax, or email information. * Refers unresolved customer grievances to team lead and/or designated departments for further investigation in order to be resolved. * Updates policy number information and tracks assigned risk worker's comp carriers. * Keep records of customer interactions recording details of inquiries, complaints, and comments, as well as actions taken in FinancePro. Required Knowledge, Skills and Competencies: * Proficient in Microsoft Office * Ability to effectively interpret data and analyze problems * Excellent communication skills, both verbally and written * Excellent interpersonal skills and the ability to effectively interact with people of all skill levels and diverse backgrounds * Ability to comprehend policies, procedures, documents and guidelines * Bilingual (English and Spanish) strongly preferred Industry and Work Experience: * 1+ years customer service experience Academic: * High School Diploma/GED * Bachelor's Degree preferred Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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