Donaldson Company is seeking a Customer Service Representative I to join our team. In this role, you will be the frontline support for our nationwide network of agents and carriers, delivering timely and accurate service via phone, email, and chat in a fast-paced, high-volume environment.
What You'll Do
- Provide routine customer service and policy support to agents and carriers by answering questions regarding coverage, rates, billing issues, and general policy reviews.
- Communicate with agents and carriers via multiple channels while navigating multiple systems and platforms.
- Research, resolve, and clearly communicate customer inquiries in accordance with established service standards, escalating issues as appropriate.
- Maintain a working knowledge of products, services, and promotions.
- Review and process applications, binders, endorsements, and other documentation required for policy issuance, including time-sensitive requests.
- Complete required forms and documentation and accurately record all customer interactions and transactions in the CRM system.
- Organize and maintain policy files to ensure proper documentation management.
- Assist with the creation, documentation, and continuous improvement of processes.
- Collaborate with team members and cross-functional partners to ensure accurate and timely completion of work.
- Provide excellent customer service to both internal and external partners.
What We're Looking For
- High school diploma or equivalent.
- Strong written and verbal communication skills, with confidence handling customer interactions.
- Recognizes the importance of maintaining high standards in service delivery.
- Ability to evaluate policy information, recognize potential issues, and take appropriate action to resolve them.
- Proficiency in Microsoft Office and web-based systems, with the ability to quickly learn new tools and navigate multiple systems simultaneously.
- Remote-ready mindset: self-motivated, organized, and able to manage priorities independently.
- Ability to troubleshoot basic issues with equipment such as headset, internet, and connectivity.
Nice to Have
- Commercial insurance or related customer service experience is a plus.
- Candidates with workers’ compensation insurance experience may be eligible for higher pay.
Technical Stack
- Microsoft Office
- CRM system
Team & Environment
You will collaborate with team members and cross-functional partners to ensure accurate and timely completion of work.
Benefits & Compensation
- Comprehensive benefits include medical, dental, vision, disability, and life insurance.
- 401(k) with company match.
- Paid time off plus company holidays.
- Compensation: $18 to $22 per hour, depending on location, experience, skills, and job-related knowledge.
Work Mode
This is a fully remote position open to candidates located within the United States.
The Amynta Group is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of any ground of discrimination protected by applicable human rights legislation.
