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Customer Service Specialist

  • Job Number 527725
  • Type Permanent
  • Location Fort Washington, PA
  • Pay $41,000 - $50,000
  • Referral Bonus $250

Customer Service Specialist

Job Description:

Our client is currently seeking a Customer Service Specialist for its Fort Washington, PA office. This position, which covers Property & Casualty, will support our client`s Affinity Insurance Services group in the AICPA Insurance Trust Department. This position will be based in a call center environment.

Job Responsibilities:

  • Handle inbound and outbound calls, via 800 lines, with multi-product portfolio
  • Respond to customer communications via email and written correspondence
  • Maintain service, quality and timeliness standards
  • Interact with other departments on various projects including new programs, products and technology
  • Support knowledge management transfer within the department through training, quality and intranet projects
  • Evaluate customer needs and propose additional insurance products based on personal or business needs
  • Maintains customer records by updating both account and policy information
  • Provide analysis and prepare reports for accurate business results for the carrier
  • Reconcile client payments against the policy administration system


  • Bachelor`s degree preferred or commensurate work experience required
  • At least 1-3 years of experience in customer service, call center or sales environment
  • Possess active Property & Casualty license or willing to obtain one within three months of hire
  • Become fluent in regards to multiple products to support revenue growth for program business
  • Possess excellent organizational and verbal communication skills
  • Strong multi-tasking skills required
  • Experience with CRM databases, Customer Relationship Management System experience preferred
  • Ability to provide excellent quality service to customers
  • Strong PC skills with solid understanding of the Microsoft Office Suite (Word, Excel, PowerPoint)
  • Ability to work independently and as a team member
  • Ability to think critically and use sound judgment when serving clients