Customer Service Assistant

Seeking financial professionals with processing backgrounds for a Customer Service position in Grandview, OH. Seeking heavy customer service experience in addition to office administration/data entry.

This will be a temp to hire position after 12 months!

Hybrid working schedule - Two days in office/Three days remote

What you would be doing:

• Reviews and processes applications, renewals and cancellations for agent/broker licenses.
• Implements customary changes in insurance licensing requirements based on changes in laws, regulations, or company policies.
• Maintains databases and related background information and files for assigned states, operation, and/or distribution channel.
• Updates and distributes licensing/appointment requirements and procedures manuals.
• Advises employees, agents, and/or brokers with licensing by providing information on the licensing requirements and process, furnishing materials, and submitting forms and fees to state department of insurance and/or other regulatory agencies.
• Assists in reviewing, analyzing and interpreting licensing laws and regulations.
• Acts as liaison between licensing and assigned internal customers) in regard to license issues. Provides related customer service to internal and external departments to ensure that all applications are processed correctly and in a timely manner.

Basic Qualifications:

• 2 years of administrative experience coupled with customer service experience.
• Associates degree or Bachelors.

As an ideal candidate you will have:

• An ability to effectively operate a personal computer with related business software.
• Excellent oral and written communication skills for contact with customers.
• An engaging, passionate and driven personality.
• Ability to prioritize own work within standards.
• Effective written and oral communication skills to interact with customers, team members, and management.
• Decision making skills necessary for customer contacts.
• Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
• Decision making skills necessary for problem identification and correction.