P&C CS Team Lead

P&C Client Services Team Lead



JOB OVERVIEW: This CSR Team Lead position will require a professional, enthusiastic & helpful individual who will assist the Client Services Manager to ensure that each CSR is providing exceptional service. Job functions will include being the primary point of contact with carriers and will handling phone calls both to and from customers. These calls will focus on topics such as Claims, Complaints, Application Follow-up, General Policy Service & Endorsements. A CSR Team Lead will also be required to help train and/or mentor new CSRs as they are added to the team.


RESPONSIBILITIES: Ensure that applications are processed timely, accurately and within the established Carrier and Agency Guidelines. Items that require processing include New Business Applications, Policy Renewals, Policy Endorsements, Policy Cancellations & Claims. Provide overall assistance and support to the other CSRs throughout the P&C fulfillment process by responding to inquiries and resolving issues they need assistance with. Correspond and interact regularly with product team, carriers, sales teams and management. Process and document all complaints/escalations that are handled by the Client Services.


REQUIREMENTS: Minimum educational requirement: High School Diploma or GED required. Property & Casualty license suggested. Must have excellent leadership skills demonstrating good judgment and the ability to work both independently and in a team setting as required. Excellent verbal and written communication skills. Proficiency in Microsoft Word, Excel, Outlook, and Internet software applications. Organized with strong attention to detail. Excellent typing and proofreading skills. Prior knowledge of Property & Casualty application processing and/or underwriting. Minimum of 4 year of related experience. PRE-EMPLOYMENT SCREENING:
Answer Financial Inc. conducts comprehensive Pre-Employment Background and Reference checks on all applicants including Credit, Criminal, Education and Drug Testing.
Answer Financial Inc. is an EQUAL OPPORTUNITY EMPLOYER. It is our policy to abide by all Federal and State laws prohibiting employment discrimination solely on the basis of a person's race, color, creed, national origin, religion, age (over 40), sex, marital status, or physical or mental disability, except where a reasonable, bona fide occupational qualification exists. ABOUT US: Answer Financial Inc is a leader in Online Insurance and Financial services offering products from more than 230 top-rated national providers. Rated #1 by Yahoo! Internet Life and selected by Gomez.com as the "Best one-shop insurance shopping resource."
Answer Financial delivers auto/home, life/health insurance, prepaid legal services, discount prescription, vision coverage and more via a platform that integrates the Internet, Direct Response, and Call Center distribution channels.
Launched in the fall of 1998, answercenter.com services members of sponsoring employer and affinity groups while answerfinancial.com is accessible by all 365 days a year through company intranets, internet and a toll-free phone number. Today, there are over 13.5 million members and customers that access one of the broadest product lines available
This is an exciting time for Answer Financial Inc. and if you're willing to become a part of our dynamic environment and make a difference, we want to hear from you.