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Specialist I

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Department:

Customer Service

Typical Tenure for this Role:

1-2 years

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This is a merit-based promotion recognizing sustained high performance and mastery of current role competencies. Advancement is granted via Manager nomination and review, rather than a competitive application process.

Role Overview

Role Description

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A Customer Service Specialist I handles complex customer inquiries, troubleshooting issues, and providing tailored solutions to meet individual customer needs. With advanced knowledge of company products, policies, and systems, they serve as a resource for both customers and team members, ensuring a high level of customer satisfaction and support.

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Key Skills & Competencies

Successful Specialists I demonstrate mastery of core service skills, combined with advanced critical thinking and emerging leadership competencies: 

Advanced Service & Conflict Resolution: 

  • Conflict Resolution: Proven ability to manage and mediate challenging customer disputes and de-escalate calls efficiently. 

  • Negotiation: Developing skills in negotiation to handle complex billing and policy adjustment conversations, achieving mutually agreeable outcomes. 

  • Critical Thinking: Applying advanced critical thinking to independently resolve complex, non-routine customer issues that require in-depth product knowledge or system navigation. 

Technical & Claims Gateway Knowledge: 

  • First Notice of Loss (FNOL) Certification: Required internal certification to act as the primary initial contact and intake point for claims, ensuring all required data is accurately captured and submitted. 

  • Claims Service Programs: Deep functional knowledge of special claims programs, including Door to Door Claims Service, Guaranteed Repair, Crash Busters, New Car Replacement, and Accident Forgiveness. 

  • Tools & Systems: Proficiency in the ClaimsPro system, bridging the service center and the claims department. 

Product Knowledge & System Fluency: 

  • Product Knowledge: Deep, functional understanding of all personal lines products and advanced policy nuances. 

  • Technical Knowledge: Continued maintenance of high proficiency across all service center and associated claims systems. 

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KPIs

CSAT: 89% 

VALADD: 12% 

ATT: 68% 

How they are viewed: Consistently demonstrated superior teamwork 

Self-Evaluation: Do I acknowledge my strengths and weaknesses? 

Role Development
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Learning and Development

First Notice of Loss (FNOL) certification is required.

Property & Casualty (P&C) License is an advantage.

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Guidelines for Promotion into this Role

Meeting or exceeding the KPIs for current role.

Beyond this Role

Common Next Roles

Similar Roles

Coming soon!

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