Client Service Analyst

The Client Service Analyst (CSA) provides clients with world class customer service through exceptional communication (both verbal and written). The CSA will accurately process insurance documents and client requests utilizing data entry skills.

Duties and Responsibilities

Typical tasks and assignments include but not limited to the following

• Provide exceptional customer service by responding to client requests, via phone and email
• Receive oral/written instructions as to work assignments
• Review/Audit client reports for deficiencies and compliance issues
• Use Microsoft Excel/ Office to perform review of client accounts
• Maintain accuracy and performance standards for data input
• Provide status to clients, vendors, agent/brokers, and update the systems accordingly
• Process insurance documents into computer software system, within acceptable guidelines for accuracy and timeliness
• Identify and report to supervisor any systems issues and client related problems
• Assist in service of inbound/outbound phone calls with clients, vendors, agents/brokers and answer basic questions for compliance of account

Requirements

• Ability to comprehend insurance policies, cancellations, reinstatements, endorsements, reports, and applications and other insurance related documents
• Have confidence to make appropriate decisions to serve their clients
• High school graduate or GED required.
• Customer service experience preferred

Apply Now

Share This Job: