Customer Account Specialist
$42,000–$56,000 year
Hybrid · Amherst, New York, United States
Job Summary
Customer Account Specialist responsible for managing a designated territory of canceled loans, coordinating return premium discussions, and maintaining clear notes throughout the collection process; provide legendary service by promptly addressing inquiries from Agents, Brokers, Carriers, and insured Customers; analyze arrears and collaborate with agency partners to understand causes and impacts; support asset management through reporting and recommendations for loan losses or write-offs; mentor new associates, participate in process-improvement initiatives, and collaborate with Sales, Service, and Finance to support organizational objectives.
Required Qualifications
- 3+ years of work experience in administrative, customer service, insurance, commercial lending, or related
- Excellent verbal and written communication skills
- Experience building and maintaining successful working relationships
- Basic proficiency in Microsoft Word, Excel, and Outlook
- Ability to successfully work in group settings and autonomously
- Strong organizational skills and time management skills
- High school diploma completed, some college preferred but not required
Desired Qualifications
- 3+ years of experience in administrative, customer service, insurance, commercial lending, or related fields
- Excellent verbal and written communication skills
- Experience building and maintaining successful working relationships
- Basic proficiency in Microsoft Word, Excel, and Outlook
- Ability to work in group settings and autonomously
- Strong organizational skills and time management
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