Customer Service Representative

Description We are seeking a proficient Administrative professional in the Financial Services industry to work in Matawan, New Jersey. Responsibilities: Process and handle all incoming and outbound client calls with professionalism, documenting, researching, completing forms, and ensuring follow-ups as needed. Collaborate with customers and carriers to resolve claims issues for assigned clients. Ensure all incoming work volume is processed within the established goals and parameters. Review pending client issues to ensure completion and follow up on open items. Contribute to the team’s customer service phone goals for Average Speed of Answer and Abandonment Rate. Consult with assigned clients on annual open enrollment renewal, providing options and alternative carriers. Assist with accounting related tasks, including contacting clients with delinquent and non-payment accounts to obtain payment, generating billing discrepancies reports, and correcting billing errors. Support account executives and sales producers with client issues and sales support tasks. Assist the assigned team in new business case implementation or existing customer changes, including assistance as needed with the setup of ancillary accounts. Make scheduled courtesy calls to assigned accounts, maintain strong relationships with carriers, and demonstrate thorough knowledge of all assigned clients.Requirements Proven experience in a customer service role within the financial services industry Proficiency in Commercial Insurance principles and practices Solid understanding of financial products and services Excellent interpersonal and communication skills Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) Strong problem-solving skills and the ability to make decisions under pressure Ability to handle confidential information with discretion High degree of accuracy and attention to detail Ability to work independently and as part of a team Willingness to continuously improve product knowledge and skills Flexibility to work in shifts if necessary High school diploma or equivalent; higher degree in finance or economics will be a plus. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .