OMNI Human Resource Management

Bilingual Customer Care Advocate

Job Locations US-MO-Kansas City
Job ID
2024-4361
Job Type
Regular Full-Time
FLSA Status
Non-Exempt

Overview

Traders
YOU make the difference!
As our business continues to expand, we are looking to hire individuals that want to be among the most talented and passionate people in the industry.

 

We offer the confidence and stability that comes with working for a growing and evolving company. Our company culture allows employees to feel empowered, to be heard, and to make an impact.

 

As a Bilingual Customer Care Advocate, you are responsible for delivering “best in class” customer service to our independent agency partners, policy holders, and other parties by answering telephone inquiries, providing solutions, and assisting with policy changes. You will need excellent analytical, problem-solving, and communication skills to gather details, investigate the policy file, and communicate potential outcomes based on standard operating procedures and underwriting guidelines. This position utilizes computerized system(s) for risk evaluation, information gathering, and evaluates data, as necessary. A successful Customer Care Advocate I has a passion for customer service excellence, thrives in a fast-paced and ever-changing environment, exhibits solid people skills with other team members, and takes ownership of their own leaning and development.

Responsibilities

  • Provide first line customer service contact for policy servicing activity utilizing call center Best Practices.
  • Initiate renewal and new business processes as well as certain endorsements to determine insurabilityand compliance with internal guidelines and standards.
  • Handle billing transactions by accepting payments by phone and communicate account status as well ascancelation, reinstatement, and endorsement activities to agents and policy holders.
  • Complete screening, transactions, and prepare policy files for underwriting approval by securinginformation from policyholders, agents, or other parties and performing preliminary review and evaluation of the risk.
  • Read, interpret, and react to documents such as policies, manuals, forms, and endorsements tounderstand their meaning, use, and act according to standard procedures.
  • Ensure compliance of underwriting referral criteria outside of underwriting authority; affect policyunderwriting by analyzing and inputting data via computerized systems.
  • Make decisions for creating an opportunity to improve a customer’s experience by providing options tomeet their needs, which can include a new quote when necessary.
  • Work within designated authority and refer inquiries from policyholders, agents, and others to thesupervisory staff as needed.
  • Accurately conduct operations in compliance with quality, productivity, and regulatory standards;protect confidentiality of sensitive information and underwriting integrity.
  • Foster professional relationships with internal and external customers and utilize excellent interpersonaland communication skills to promote a cohesive, pleasant work environment.
  • Implement and uphold all policies of Traders Insurance along with the willingness to work hard in a fast-paced and ever-changing environment.
  • Open to feedback to support your performance and development.

Qualifications

  • High school diploma or equivalent is required and a minimum of 2 years of relevant work experience.
  • Prior experience in insurance is preferred; personal lines automobile is a plus but not required.
  • Demonstrated customer service experience in a demanding environment.
  • Fundamental proficiency of Microsoft Word, Excel, and Outlook.
  • Analytical with mindfulness to detail and ability to make decisions in compliance with underwriting rules.
  • Math aptitude necessary to manually calculate payment details and communicate to customers.
  • Ability to efficiently organize work and manage time to meet key deadlines.
  • Ability to effectively communicate, verbally and in writing, and willingness to expand on these abilities.

Bilingual (English/Spanish) Candidates:

  • Excellent verbal and written communication skills in English and Spanish; experience using both langugages in a professional capacity is preferred. 
  • Certified interpreter is preferred, but not required. 

Compensation is commensurate with experience. Traders employees also benefit from:

  • Group Medical/Dental/Vision
  • Employee and Dependent Life Insurance
  • Paid Time Off
  • 401K Plan
  • Training and Career Development
  • Opportunities for Advancement
  • Flexible Schedule (Remote or In-Office)

Traders is an Equal Opportunity Employer and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

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