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National General Customer service

Updated: Sep 23, 2021

Wisconsin, Georgia, North Carolina, Tennessee, Nevada, Pennsylvania Illinois,-Florida-Florida, Ohio, Nebraska, North Dakota,Minnesota, Alabama, North Carolina, Michigan

Missouri, Maine, Massachusetts,-Montana, Connecticut, Mississippi, Wyoming

-West Virginia,-Wisconsin, Kentucky, Kansas, Rhode Island, Indiana, Pennsylvania, Illinois, Virginia,Oklahoma, Ohio, Arkansas,



National General is a fast-paced, dynamic, and entrepreneurial organization. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed, and other niche insurance products. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers!


UP TO $2500 NEW HIRE BONUS
THIS POSITION IS 100% REMOTE - WITH PAID VIRTUAL TRAINING*
Wisconsin, Georgia, North Carolina, Tennessee, Nevada, Pennsylvania Illinois,-Florida-Florida, Ohio, Nebraska.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Deliver timely, accurate customer service ensuring the highest level of satisfaction

  • Make outbound telephone calls to borrowers, insurance carriers and/or insurance agents in regards to obtaining evidence of insurance, in an effort to update customer accounts and pay premiums on escrowed loans

  • Build customer service knowledge by taking initiative for learning additional processes, queues, and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries

  • Update records and note system as required

  • Able to meet and maintain availability and production standards and attendance guidelines

  • Ability to work in a fast-paced environment

  • Flexibility in work hours and in changing environment

  • May cross-train to assist with multiple lenders.

Minimum Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)

  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

  • Must possess effective verbal and written communication skills

  • Sound analytical skills

  • Solid work quality, accuracy and proficiency

  • Desired Skills:

  • Prior experience in research and/or sales, highly desirable

  • Mortgage Lending Call Center specific experience

  • 1+ years of experience in a Call Center.


THIS POSITION IS 100% REMOTE - WITH PAID VIRTUAL TRAINING*


Primary Purpose:

Responsible for answering high volume inbound calls and providing effective quality customer service in regards to property insurance. Support borrowers and insurance carriers by providing detailed information on how to send us proper proof of insurance, de-escalate calls and process complaints and handle disbursement of premiums.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Deliver timely, accurate customer service ensuring the highest level of satisfaction

  • Handle inbound telephone calls from borrowers, contractors and/or insurance adjusters in regards to property damage claims in order to resolve customer inquiries

  • Build customer service knowledge by taking initiative for learning additional processes, queues, and client-specific procedures to support customers in secondary areas and provide comprehensive, well-informed responses to inquiries

  • Update records and note system as required

  • Able to meet and maintain availability standards, schedule adherence, and attendance guidelines

  • Ability to work in a fast-paced environment

  • Flexibility in work hours and in changing environments

  • May assist answering questions in the help desk

  • May cross-train to assist with borrower follow-ups


Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)

  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

  • Must possess effective verbal and written communication skills

  • Sound analytical skills

  • Solid work quality, accuracy, and proficiency

Desired Skills:

  • Bilingual skills, both written and verbal, are highly desirable

  • Mortgage Lending Call Center specific experience

  • 1+ years of experience in a Call Center.

WFH-North Carolina

Primary Purpose:

Serve as initial contact for claim reporting. Responsible for guiding the caller to the appropriate party based on their need and the relevant policy and/or claim.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Communicate effectively with internal and external customers

  • Identify the customer’s need and respond appropriately and efficiently with a sense of urgency

  • Follow established guidelines specific to each claim report or inquiry

  • Locate, confirm and document appropriate information, which may entail multiple systems

  • Remain current on constant process updates and technology used within the company

  • May utilize multiple communication channels including but not limited to telephone, fax, email, online chat, etc. to assist the client


Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)

  • The ability to empathize with customers is critical

  • Experience in Customer Service

  • Ability to work in a fast-paced environment

  • Ability to multi-task (i.e. talking and typing simultaneously)

  • Possess organizational and time management skills

  • Proficient in Microsoft Office (Word, Excel, Outlook) and basic internet skills

  • Demonstrate professional verbal and written communication skills

  • Ability to work a flexible schedule

  • The high degree of initiative, mature judgment, and discretion

  • Ability to navigate through multiple systems

Desired Skills:

  • Experience in a call center environment

  • Ability to speak Spanish (Bi-lingual)

  • Post high school degree

  • Experience in the Insurance field.

WFH-Louisiana

Want to grow your sales career with one of the fastest-growing auto insurers in the country? Start a new career in omni-channel sales? Thrive in a performance-driven environment where you’re recognized and rewarded for your results?


What makes Direct Auto Insurance unique?

  • We are Great Place to Work certified!

  • No insurance license? NO PROBLEM! We offer paid licensing training!

  • The sky is the limit on your commissions - we offer base hourly rate AND uncapped commissions!

  • We have many advancement opportunities! Over 1/3 of our retail managers were promoted from hourly roles, and in the last 12 months, 1 in 7 of our team members received a promotion.

  • Ability to sell a multitude of industry-leading products through retail stores and phone!

  • Entrepreneurial, performance-based, and results-focused culture!

  • Multi-tiered and comprehensive paid training program!

  • Comprehensive benefits!

  • No cold calling – We have the leads for you!

  • Eleven paid holidays & formal PTO program!

If you are ready to start working in a fun & exciting environment where making a difference matters, then apply to join our team today!


Trainee: Provide the opportunity for motivated individuals to obtain industry experience working in a sales and customer support role while preparing and training to become a Licensed Insurance Sales Agent. Paid classroom and hands-on training is provided to assist trainees in the active pursuit of State Property/Casualty and Life and Health Licenses. Individual will assist customers, complete marketing activities and help with all office functions under direct guidance of an Agent or Lead Sales Agent.


Agent: Responsible for the profitable growth and the attainment of business goals by marketing and servicing Direct Auto products including but not limited to Auto, Life, Auto Club, and Roadside Assistance to new and existing customers. Assist walk-in customers, support office operations and market our products outside of the office via marketing calls and visits.


Essential Duties & Responsibilities:


Trainee:

  • Prepare to become a licensed agent through attending appropriate courses, self-study, participation in training activities, and job shadowing of agents to learn skills and accumulate experience

  • Provide general clerical and administrative support to staff including handling inbound and outbound phone calls, reports, filing, researching and gathering information, and maintaining the overall appearance of the sales office

  • Assist customers with general questions, receive customer payments, issue receipts, and verify balance/daily reports of receipts for cash drawers

  • Complete marketing and sales-related activities that further the Direct Auto brand in the local market (outbound marketing calls, car dealerships visits, local events, distribution of flyers, etc.)

  • Contact customers regarding account status and renewals.

THIS POSITION IS 100% REMOTE - WITH PAID VIRTUAL TRAINING*


Primary Purpose:

Support achievement of service level agreements within area of responsibility by following established procedures to review, verify and process incoming insurance-related documentation and update system of record as required.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Process insurance-related documentation queues by verifying extracted data, comparing against physical documentation for accuracy, researching exceptions, entering changes and updating the system of record to ensure accuracy and completeness of database information

  • Locate loans and match to excepted data by following established procedures to review captured documentation

  • Conduct database searches for corresponding loans and update system of record

  • Facilitate the achievement of service level agreements by entering data and processing assigned insurance-related documentation queues quickly and accurately to meet department quality and productivity standards

  • Build insurance operations skills and knowledge by participating in cross-training and learning additional processes and procedures to support multiple workflows and contribute to the effectiveness of team operations

  • Manage individual performance by setting work-related goals, tracking personal achievements, soliciting feedback and communicating with management to report on success and identify improvement strategies

  • Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun

  • Support National General values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Support insurance operations management team by overseeing completion of delegated tasks, distributing production and quality reports to individual team members and assisting with workflows as required to ensure accurate and timely processing of insurance-related documentation

  • Coach and develop team leads by supervising managerial responsibilities and providing advice and direction to ensure a cohesive and effective approach to department leadership and guidance

  • Guide delivery of accurate and efficient processing services by conducting regular quality checks, tracking contributions of team members, monitoring adherence to established guidelines and collaborating with team management to recommend improvements and share feedback on the effectiveness of insurance servicing operations

  • Guide and mentor direct reports within area of responsibility by encouraging adherence to service expectations, collaborating with management to develop performance evaluations and promoting best practices to ensure effectiveness and achievement of department standards

  • Leverage subject matter expertise by utilizing comprehensive knowledge of processes, queues and client-specific procedures to support multiple workflows and resolve complex, escalated processing issues

  • Supervise daily operations of team by coordinating and communicating employee tasks, measuring performance and providing feedback to achieve high productivity and meet service level expectations

  • Provide a positive environment by modeling cultural expectations and influencing others to reward performance and value “can do” people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun

  • Adopt National General Insurance values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives.

Primary Purpose:

Serve as initial contact for claim reporting. Responsible for guiding the caller to the appropriate party based on their need and the relevant policy and/or claim.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Communicate effectively with internal and external customers

  • Identify the customer’s need and respond appropriately and efficiently with a sense of urgency

  • Follow established guidelines specific to each claim report or inquiry

  • Locate, confirm and document appropriate information, which may entail multiple systems

  • Remain current on constant process updates and technology used within the company

  • May utilize multiple communication channels including but not limited to telephone, fax, email, online chat, etc. to assist the client


Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)

  • Ability to empathize with customer is critical

  • Experience in Customer Service

  • Ability to work in a fast-paced environment

  • Ability to multi-task (i.e. talking and typing simultaneously)

  • Possess organizational and time management skills

  • Proficient in Microsoft Office (Word, Excel, Outlook) and basic internet skills

  • Demonstrate professional verbal and written communication skills

  • Ability to work a flexible schedule

  • High degree of initiative, mature judgment and discretion

  • Ability to navigate through multiple systems


Desired Skills:

  • Experience in a call center environment

  • Ability to speak Spanish (Bi-lingual)

  • Post high school degree

  • Experience in the Insurance field.

Primary Purpose:

Supports Claims personnel with various tasks relating to the set up and ongoing handling of insurance claims.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Review claim correspondence for accuracy prior to sending items for mailing. Create cover sheets as needed.

  • Work with other Claims Assistants to manage workload and workflow by monitoring Claims Homeowners Letter box

  • Review Real Property Assist Bucket and task assignments to adjusters

  • Monitor company’s Claim Bucket and re-route homeowners claims to the correct bucket

  • Assist managers with assignments during times of high claim volume

  • Maintain office supplies for claims staff

  • Work on daily maintenance and update of assigned tasks, correspondence, etc.

  • Develop a basic understanding of the insurance industry and the organizational relationships of the company

  • Develop a basic understanding of the functions of other departments, such as Policy Ops and Marketing

  • Develop a basic understanding of systems and technology used within the company

  • Identify customer needs and work to meet those needs using appropriate customer service skills

  • Perform other projects and assignments as directed


Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or general education degree (GED)

  • Detail-oriented with strong organizational and planning skills

  • Ability to work well under deadlines in a changing environment

  • Ability to perform multiple tasks effectively and concurrently

  • Possess professional verbal and written communication skills

  • Possess skills in customer service

  • Possess negotiation skills

  • Ability to work effectively independently and within a collaborative team-oriented environment

  • Possess skills in in decision-making and problem solving

  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and the internet

  • Ability to gains a general understanding of insurance law as it relates to claims


Desired Skills:

  • Associate’s degree or in-lieu of degree equivalent education, training, and work-related experience

  • Possess prior claims experience

  • Ability to speak Spanish (Bi-lingual)

  • Possess a thorough understanding of the NGIC Insurance brand and the ability to exhibit the behaviors.

Primary Purpose:

Examine claims data, investigate the facts of loss, determine coverage and liability, and adjusts claims within limit of authority.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Establish an investigative plan; initiate investigation by gathering facts and evidence with all interested parties; complete appropriate reports; take recorded statements when necessary, may review loss reserves and adjust or opens hidden exposures as necessary

  • Evaluate and adjust claims within limit of authority and summarize claims in excess of authority and submit to manager for approval

  • Evaluate settlement alternatives by reviewing regulatory compliance and fair claims practices; make decisions on best option

  • Make appropriate contacts to discuss a settlement; extend an offer to appropriate party; document all file activity and payment/settlement information in file notes clearly outlining basis for settlement

  • Determine subrogation or fraud potential and refer to Unit when potential exists or handle to conclusion

  • Identify customer needs and work to meet those needs using appropriate customer service skills

  • Develop an understanding of the functions of other departments, such as Policy Ops and Marketing


Trainee

  • Shadow and learn the above stated essential duties and responsibilities

  • Learn to handle most aspects of auto claims

  • Develop a basic understanding of the content of policies written by the company

  • Develop a basic understanding of the insurance industry and the organizational relationships of the company

  • Learn how to determine subrogation or fraud potential and how to handle

  • Develop a basic understanding of systems and technology used within the company


Level I

  • Receive claim assignments and verify/investigate coverage and document all appropriate information before the Manager is involved with the review of claims to ensure they are commensurate with the ability

  • May handle more complex files with appropriate supervision to develop skills

  • Develop a working knowledge of systems and technology used within the company


Level II

  • Claims involved frequently require analysis and may require research to resolve coverage and/or damage issues

  • Periodic review of ongoing activities and results of work

  • Focused supervision on complex files; the CRII will handle complex files on a regular basis)

  • Receive claim assignments and verifies/investigates coverage and document all appropriate information

  • Determine claim approval and or denial up to $7,500 per exposure or $10,000 per file

  • If handling PIP may participate in investigations of medical providers and attend EUOs

  • May work with attorneys in resolving lawsuits

  • Conduct negotiations and settlements within authority level, using independent judgment, or within discretionary levels granted above individual authority level

  • Track and document the quality of service provided by defense counsel and manage litigation and recovery costs

  • May assist in training of Claims Representatives

  • Proficient in using all systems and technology used within the company

  • May be required to make personal appearances on behalf of the company when requested


Senior

  • Receive claim assignments and verify/investigate coverage and document all appropriate information with very limited Supervisory involvement

  • May inspect the damaged property during an investigation

  • May work with attorneys in resolving serious and complex lawsuits which may mean: conduct negotiations and settlements within authority level, track and document the quality of service provided by defense counsel and manage litigation and recovery costs, and assist manager with the research of complex issues and development of defense strategies on litigated files

  • May assist in training and development of other team members or serve as a mentor for others

  • May assist with file reviews and audits

  • Proficient and able to train others in using all systems and technology used within the company

  • May be required to make personal appearances on behalf of the company when requested

  • May also assist manager with preparing reports and completing projects.

WFH-North Carolina

Primary Purpose:

Responsible for training personnel on insurance basics, loss taking components, special handling procedures and processes, customer care and company/department guidelines. Create innovative and appropriate training content that is tailored to the audiences and the needed delivery.


Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Deliver multi-week new hire classroom content targeted at onboarding inexperienced employees, specifically Claim Service Consultants

  • Create innovative and appropriate training content as identified or upon request, using available software and technological means; tailors content to audiences and delivery

  • Deliver claims system classroom and/or webinar training for integrated or new hires; tailor content to audiences and delivery

  • Work with leadership to supplement and enhance a comprehensive training curriculum for all positions, experience levels, and functional areas within the assigned area

  • Provide training that enables employees to develop and raise skill levels to achieve goals and objectives

  • Act as role model to customers inside and outside of the classroom

  • Conduct training for employees outside assigned area upon request (i.e. other departments, vendors, agents)

  • Perform other projects and assignments as directed

  • Participate in and deliver training via multiple methodologies (i.e. traditional classroom, webinars, conferences, e-learning, computer-based training)

Minimum Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s Degree or in-lieu of degree equivalent education, training and work-related experience

  • Possess basic understanding of the National General Insurance brand

  • Ability to work well in a team environment, share responsibility and accountability

  • Ability to provide excellent customer service and resolve conflicts by empathizing with others

  • 3+ years of experience in the auto insurance industry

  • 2+ years of experience in the claims industry

  • Possess solid knowledge of call center basics and insurance claims

  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and desktop publishing

  • Possess solid skills in verbal and written communication; active listening skills

  • Possess solid persuasion and negotiation skills

  • Obtain/Maintain appropriate licensing or educational requirements

  • Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization

  • Able to travel up to 30%


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