Member Support Specialist - Fully Remote
Posted 2025-03-14Member Support Specialist
Essential Duties and Responsibilities...
? Evaluate, prioritize, and distribute inbound member submissions and emails to the appropriate Insurance Placement Specialist or Sales Center team for timely processing.
? Process service requests promptly and efficiently, adhering to established procedures and guidelines.
? Add and maintain appropriate documentation in Sales Center systems in support of members, staff, and carriers.
? Responsible for monitoring shared email inbox traffic and workflows.
? Coordinate with members and carrier partners to obtain any additional information necessary to complete policy service requests.
? Responding to phone calls and voicemails with proper phone etiquette and professionalism when required.
? Responsible for intake and management of paper mail and associated processing workflows.
? Provide exceptional member experience by promptly addressing inquiries and resolving issues in a friendly, timely, and accurate manor.
? Collaborate with colleagues to streamline processes and improve the efficiency of Sales Center customer workflows.
? Successfully engage in multiple initiatives simultaneously.
Qualifications
? High school diploma or equivalent.
? Certification or education in office administration, property and casualty insurance, or customer service is a plus.
? Ability to prioritize tasks and manage time effectively.
? Highly proficient with Microsoft office products, customer relationship management (CRM) software, and email management systems.
? Attention to detail and accuracy in handling service requests and maintaining documents.
? Adaptability and resilience in handling high volumes of emails and member requests.
? Familiarity with insurance policies and procedures is desirable but not required.
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