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Berkshire Bank Service Center CSR - Berkshire Ins Gp in Worcester, Massachusetts

Service Center CSR - Berkshire Ins Gp(964638)

Job Type

Full-time

Category

Location

Worcester, MA 386 Main St

Job Details

Division: Berkshire Insurance Group

Department: Insurance Service Center

Reports to: Service Center Supervisor

Status: Non-exempt

Grade: 6

Location: Remote within the Berkshire Bank footprint

#LI-Remote

Purpose/Objective:

Responds to phone inquiries from customers of Berkshire Insurance Group (BIG) as a member of the BIG Service Center Team. Assists customers with solving their insurance needs and refers callers to account managers when appropriate.

Key Accountabilities:

  • Supports account manager and producer with new business and renewal objectives by handling customer processing needs. Processing duties include processing new business, renewals, changes and claims. Maintains service standards as set by Service Center Supervisor. 30%

  • Answers billing questions, updates policies and answers general questions. Recommends upgrades in coverage and refers customer to their local account manager for additional policy needs and to the Bank for various product needs. 30%

  • Processes policy cancellations and reinstatement activity; tracks phone calls for marketing reports and handles mailing for marketing campaigns.20%

  • Attends association and company sponsored classes to stay abreast of products, pricing and coverage changes within the company and industry contracts. Performs additional duties as requested. 20%

  • Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

Education:

  • High school diploma

  • Continuing education in related field

  • Licensing preferred, but not required

Experience:

  • Minimum 1 year of office experience

Skills & Knowledge:

  • Working knowledge of all MS Office products and ability to quickly learn most Windows applications

  • Strong verbal/written communication skills

  • Ability to handle multiple tasks

  • Strong organizational skills

  • Superior customer service skills

Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.

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