Specialist


Department: Customer Service
Promotion to this role is subject to availability.


Role Overview
Role Description

Supports team operations by assisting with phones and coordinating coverage while demonstrating strong time management, organization, and adherence to policies; communicates clearly and proactively to address trends, and issues, , acts as a resource to CSRs and new hires, participates in team and company activities, and maintains professionalism while showing strong system knowledge and ownership of stretch opportunities.

- Demonstrates strong time management, organization, and ability to work independently
- Completes tasks consistently and based on priority
- Supports operations by handling phones as needed
- Follows through on assigned stretch opportunities and coaching feedback
- Communicates clearly, concisely, and professionally
- Maintains professionalism with customers, peers, and business partners
- Acts as a resource for CSRs when leadership is unavailable
- Contributes to a positive, collaborative team environment
- Assists new representatives on the floor
- Conducts side-by-side and iFlyYou- guided phone observations for new hires
- Provides ongoing support and guidance while remaining open to feedback and constructive criticism
- Identifies and communicates trends or issues constructively
- Demonstrates strong understanding of internal systems to support troubleshooting and team guidance
Key Skills & Competencies

Productivity: 87 - 91%
Adherence: 91 - 94%
Customer Satisfaction 81 - 84%
Service Excellence: 75 - 80%
KPIs
Role Development
Guidelines for Promotion into this Role
Meeting phone and backend objectives
Resource or peer escalations, complaints and/or training
Supports the team with high priority processing requests
Subject matter expert for projects and initiatives
Lead for some projects and initiatives
Primary resource for Direct & Partner business
Beyond this Role
Common Next Roles
Senior Specialist
Team Lead
Associate Underwriter
Claims Associate
Business Analyst
Similar Roles
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