Technical Customer Service Representative | Insurance (Property & Casualty) | Operations Management

EXL Premium Audit, a leader in the field, can complete all levels of premium audits on all auditable exposure types. We train our 450+ highly skilled professionals worldwide utilizing our industry-leading training platform and curriculum. This expertise is combined with a technology-enabled proprietary platform, with predictive modeling capabilities. Using a Premium Audit selection model, the team can predict the likelihood of policy misclassification, automatically assign audit methods to save carriers time and money, and use machine learning to continuously improve correlation and prediction accuracy.

EXL Premium Audit is seeking a Technical Customer Service Representative that will work remotely from a home office for the EXL Premium Audit Division.

This is an entry level to intermediate position with excellent customer service skills handling disputes and re-opens for large national customers.

Role and Responsibilities:

• Answers Customer Service phone line, appropriately manages the call, document’s progress notes in the file as applicable.

• Notifies Current Auditor or Branch Manager concerning specific items.

• Escalates to themselves and completes the audit at the insured’s request.

• Completes Premium Audits for Property & Casualty commercial insurance policies-Workers’ comp and General Liability.

• Works directly with the policyholder by phone to obtain payroll and other accounting record information and details about their business to apply correct classifications and exposure amounts for these policies.

• Communicates with agents, brokers and carriers as needed.

• Manages inventory escalated to themselves to meet customer time service and quality requirements.

Qualifications:

• Effective diplomatic oral and written communication skills.

• Basic working knowledge and understanding of generally accepted accounting and bookkeeping practices.

• Strong organization and time management skills. Ability to handle time sensitive urgencies.

• Customer service focused, working directly with the public via phone and email.

• Strong computer and typing skills.

• Detail oriented and ability to interpret information.

• Self-motivated and able to work with minimal supervision.

• Experience working in commercial lines (Property & Casualty) insurance.