Specialist I


Department:
Customer Service
Typical Tenure for this Role:
1-2 years


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

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.

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:
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Conflict Resolution: Proven ability to manage and mediate challenging customer disputes and de-escalate calls efficiently.
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Negotiation: Developing skills in negotiation to handle complex billing and policy adjustment conversations, achieving mutually agreeable outcomes.
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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:
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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.
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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.
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Tools & Systems: Proficiency in the ClaimsPro system, bridging the service center and the claims department.
Product Knowledge & System Fluency:
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Product Knowledge: Deep, functional understanding of all personal lines products and advanced policy nuances.
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Technical Knowledge: Continued maintenance of high proficiency across all service center and associated claims systems.

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

Learning and Development
First Notice of Loss (FNOL) certification is required.
Property & Casualty (P&C) License is an advantage.
Guidelines for Promotion into this Role
Meeting or exceeding the KPIs for current role.