The Data Entry will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, filing & following up on claims, and other additional clerical duties as directed by the agent or associates.
• Handle all incoming claim calls from customers.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Must have ability to multi-task.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• basic knowledge of bookkeeping / income and expense statements
• General knowledge of Microsoft Excel
• Must have extensive knowledge and experience with Quickbooks