Professional Services Specialist

Description - Onsite in Sunrise

Process any applications that cannot be processed through the Consumer Sales Team. This may also include processing special requests, posting payments to member accounts, and processing cancellations.

Collaborate with multiple divisions to provide support to associated parties to work towards timely resolution of any obstacles.

Maintain spreadsheets of all sales, cancellations, postings, and initial ACH and credit card declines.

Assist in filing and organizing confidential documentation

Provide professional assistance to respond via email, fax, and phone for any inquiries and concerns

Assist in preparing for commissions twice a month alongside the Professional services Supervisor and Level 3

Point of contact with sales agents via email, providing updates on any changes in application processing and submitted requests

Undertake additional responsibilities, special projects, and training as needed

Skills

data entry, customer support, admin support, Insurance, Consumer Lines, policy coverage, Customer service

Additional Skills & Qualifications

1-3 years of experience in a professional office environment or a bachelor’s degree in a business-related field is required. Specific skills and experience required include:

Interpret information and requests from partners and agents, proficient in problem definition, data collection, gather facts to provide valid conclusions to accomplish completing daily assignments

Professional verbal and written communication skills, comfortable corresponding with members over multiple channels. Able to respond to inquiries or complaints from external partners.

Proficient in Microsoft Office Applications.

Ability to prioritize multiple tasks and resolve all concerns independently within a fast-paced environment

Creative problem-solving, extreme attention to detail, and the ability to provide professional and courteous communications to maintain client satisfaction.