Policy Services Representative

POSITION SUMMARY : The Policy Services Representative is responsible for delivering the Association's frontline customer experience. The Policy Services Representative has the role of attending to calls and correspondence, providing information with respect to insurance policies, billing, policy and procedures. They serve as the front line technical "Help Desk" for basic systems issues as well as training new and existing agents on how to use our systems.

POSITION DUTIES AND RESPONSIBILITIES : THE FOLLOWING ARE THE USUAL, BASIC AND ESSENTIAL FUNCTIONS OF THE POSITION. HOWEVER, THIS JOB DESCRIPTION DOES NOT PRECLUDE THE PERFORMANCE OF OTHER DUTIES BY THE INCUMBENT. THESE FUNCTIONS ARE NOT TO BE CONSTRUED AS AN EXHAUSTIVE LIST OF ALL RESPONSIBILITIES, DUTIES, AND SKILLS REQUIRED :

• Assisting callers via phone (Agents, Policy Holders, and mortgage companies). (Approximately 50%)
• Working emails from Agents / Policy Holders (Approximately 25%)
• Daily offline / back office activities (Approximately 20%)
• Assist enterprise with additional duties as needed, including training and project work (Approximately 5%)

ESSENTIAL FUNCTIONS :

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

REQUIRED EDUCATION AND EXPERIENCE

PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES

PHYSICAL REQUIREMENTS