The Contact Center Specialist provides customer service by responding to inbound calls from borrowers and financial institutions. They also perform outbound calls to insurance agencies to verify insurance information and analyze account history.
The Client Executive manages a portfolio of strategic client relationships to ensure service excellence, account retention, and profitable growth. They also facilitate the onboarding process, conduct annual program reviews, and collaborate with sales teams to identify new business opportunities.
Conduct virtual audits of workers' compensation insurance policies by analyzing payroll records and business operations. Ensure compliance with NCCI, WCIRB, and PCRB rating rules while collaborating with underwriters and policyholders.
Act as the first point of contact for insurance questions to build long-term customer relationships and encourage renewals. Resolve customer concerns efficiently while adhering to department standards for quality assurance and handle time.
