Risk & Benefit Specialist | Insurance
Classification
Non-Exempt
Reports to
Director of Account Management
Department
Insurance
Date
March 2024 - Anticipated start June 2024
ABOUT US:
Mission: ISM is dedicated to the advancement of school management. We provide creative strategies by combining extensive research, proven management techniques, and personalized service.
Core Purpose: Advancing School Leadership—Enriching the Student Experience
Overview: ISM offers consulting, research, professional development, insurance, and financial aid and software for private independent schools in the United States and abroad.
JOB DESCRIPTION
Summary/Objective
Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintaining knowledge of our products, and answering any questions our clients may have.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Serve as the liaison between Sales and Account Management teams, Insurance Carrier and Client with proposals and renewals, as needed.
- Ensure license renewals are up-to-date for the insurance department.
- Process customer policy change requests.
- Assist in proposal preparation and renewal materials.
- Maintain data entry in Salesforce-
(Verify phone numbers, addresses and email addresses with each customer contact and update customer information, policy information.)
- Return all messages promptly.
- Provide exceptional customer service.
- Foster strong relationships with our customers to maintain a high level of client and product loyalty.
Competencies
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent communication/interpersonal skills.
- Must have the ability to multitask.
- Professional phone etiquette.
- Exceptional business writing and editing skills.
- Great customer service skills.
- Problem-solving capabilities.
- Attention to detail.
Supervisory Responsibility
None
Position Type/Expected Hours of Work
This is a full-time position, and days and hours of work are Monday through Friday, 8:00 a.m. to 4:30 p.m.
Travel
Little to no travel is expected for this position.
Required Education and Experience
- High school diploma or equivalent
- 2+ years of Customer Service experience
- Previous experience working with insurance products
- Strong attention to detail with time management
- Solid computer, grammar and multi-tasking skills
- Microsoft and/or Google programming; i.e, Excel, Word, PowerPoint, Outlook
Preferred Education and Experience
- Salesforce
- Employee Navigator
- Accident and health and/or property and casualty license
Additional Eligibility Qualifications
None required.
AAP/EEO
ISM provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, or service in the military. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
ISM expressly prohibits any form of unlawful employee harassment or discrimination based on any of the characteristics mentioned above. Improper interference with the ability of other employees to perform their expected job duties is not tolerated.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
