Client Service Representative II

Essential Duties and Responsibilities:

• Provide prompt, accurate, and courteous service to agents, policyholders, and business partners on policy transactions, renewals, inquiries, and information requests
• Utilize automated systems to respond to inquiries related to policy coverage, premium billing, payment status, and routine policy coverage
• Serve as the primary contact for customer interactions, representing the company’s commitment to customer satisfaction
• Process payments, perform billing functions, and support payment processing through RPS machine and lockbox systems
• Handle mail processing, including opening, scanning, and preparing documents for vendor scanning
• Respond to incoming calls via the ACD system, assess customer needs, complete transactions, and resolve billing or policy inquiries; escalate complex issues when necessary
• Accept payments over the phone per billing mandates, verify payment, and substantiate receipt
• Document customer interactions, inquiries, and follow-up actions according to Client Services procedures
• Process additional transactions and complete tasks to support Client Services department needs

Minimum Qualifications and Experience:

• Strong communication skills with the ability to write and speak grammatically correct English
• Basic knowledge of insurance, policy information, and business mathematics
• Active listening skills with the ability to verify understanding and express information clearly
• Ability to prioritize work, meet deadlines, and establish constructive working relationships
• Proficiency in operating a personal computer and performing keyboard tasks accurately and efficiently
• High school diploma or equivalent

SlingShot Connections provides contract staffing, direct hire placement, executive search recruitment, payroll services, and customized staffing solutions for numerous verticals, including accounting & finance, hospitality, human resources, and many more.