Cash Management Service Representative is responsible for providing cash management services to existing and potential business banking clients. Assists clients in various cash management programs while ensuring sufficient balance in the cash flows. Being a Cash Management Service Representative responds to and provides fixes for client issues and questions surrounding relevant products and/or services. Guides clients through onboarding, documentation, and implementation. Additionally, Cash Management Service Representative elevates important or complex inquiries to the appropriate manager, supervisor, or team to ensure they are resolved appropriately. May require a bachelor's degree. Typically reports to a supervisor or manager. The Cash Management Service Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Cash Management Service Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Chubb is the world’s largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
Chubb is seeking a Cash Management Customer Service Representative that is able to:
· Provide superior customer service to all customers (internal/external) by answering questions in an efficient manner
· Handle incoming calls in an automated call delivery environment;
· Assume ownership and timeliness in handling agency inquiries and policy change requests in an efficient, accurate and professional manner
· Responsible for the quoting and issuance of new business, endorsements and renewal policies; responding to inquiries as applicable
· Anticipate customer needs
· Understand work unit business processes and procedures and make recommendations for improvement
· Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
· Gather, organize, and analyze specified information and reports to assist in the underwriting decisions
· Provide input and guidance to the underwriter on all issues related to assigned accounts
· Demonstrate the ability to analyze information to make appropriate decisions and solve problems.
· Respond to all correspondence in a timely and professional matter
· Employ sound judgment when discussing customer issues to provide best possible service.
· Learn with a high regard for accuracy basic knowledge of Property and Casualty insurance principals and company products
· Analyze current processing problems/issues and provide reasonable solutions
· Multi-task in a fluid environment; Navigate multiple systems and applications to research, analyze and resolve customer inquiries
· Perform applicable procedures in compliance with home office, corporate and regulatory standards (e.g.,SOX).
· Adjust to changing priorities.
· Effectively utilize job specific technology
· Perform all other duties as assigned
· Works well with both internal/external business partners to provide quality products and services for our customer.
· Maintain established levels of productivity and quality standards within a fast-paced environment.
· Process assigned work and handle call volumes within the established timeframe.
Qualifications
· Strong customer service skills including oral and written communication.
· Experience in a call center or customer service environment preferred
· Knowledge of customer service principles and practices
· Sales experience a plus
· Property and Casualty experience is preferred; Understanding of or ability to learn Personal Insurance product and underwriting guidelines;
· Ability to handle multiple priorities within strict time constraints.
· Excellent organizational skills, with the ability to multi-task;
· Excellent verbal and written communications skills;
· Excellent collaboration skills
· Analytical skills
· Possesses the ability to work independently to complete assignments in a timely manner.
· Ability to work independently, as well as in a team environment.
· Demonstrated commitment to team and departmental goals.
· Ability to make informed decisions, achieving the appropriate results.
· Excellent data entry skills are required.
· Knowledge of MS Word and Excel.
· Work on-site at a Chubb Location
· Work overtime as needed with an occasional Saturday
· Regular and reliable attendance.
Chubb strives to offer a diverse and inclusive and rewarding work environment. Teamwork and mutual respect are central to how Chubb operates, and we believe the best solutions draw upon diverse perspectives, experiences and skills. We operate in such a way where everyone, regardless of their singular background has the opportunity to contribute to our collective success.
EEO Statement
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion,and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin,ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliationagainst any individual who reports discrimination or harassment.
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