Survey Notification Phone Rep - FT - Remote
Posted 2025-08-15
Remote, USA
Full Time
Immediate Start
Reliable Reports,Inc.
POSITION TITLE: Survey Notification Phone Rep
REPORTS TO: Client Services Manager
LOCATION: Work from home or office based on business needs.
DESIRED QUALITIES: Professional,Dependable, Articulate, Detail oriented, Organized, Disciplined, Motivated, Abilityto work without direct supervision, Flexible.
RESPONSIBILITIES: The Survey Notification Phone Rep is responsible for the timely and professional completion of Pre-notificationcalls for the field surveys that are to be completed by the fieldrepresentatives. They will interact with policyholders, agency personnel andfield operations team members in a polite and professional manner. Thisposition requires the ability to follow directions and complete assignments ontime. Daily attendance as scheduled and completion of a variable workload arecritical for the person holding this position.
DUTIES: Contacting policyholders to let them know that a field surveyor will be visiting their properties in the next few days to complete a survey for insurance purposes. Candidate will meet minimum productivity anddaily time service goals. Candidate will maintain a professional telephone voiceand demeanor and must communicate well. Set operating procedures andrequirements must be strictly followed at all times. Candidate will prioritize thecalls based on fluctuating business needs and will be pro-active incommunication with management. Additional Customer Service support tasks andmiscellaneous related duties will be assigned as required by business need.
CUSTOMER GROUP:
Extern Insurance agency personnel, policyholders,and individuals associated with inspection process such as policyholder family members,tenants, realtors, property managers and other contacts
Internal ClientService Manager, Customer Service Representatives, Field Operations Team andthe Management team
SKILL SET: 1) Highly organized with excellent time management skills 2) Excellent verbal communication skills 3) Problem solving skills 4) Familiarity with general liability insurance policies 5) Proficient with personal computers and standard software including MS Excel, Word, Outlook, etc. 6) Basic keyboarding (30+ wpm)
REQUIRED EQUIPMENT: 1)Telephone and telephone service (landline or mobile) 2) High speed internet connection 3) Fully functional computerthat meets the following minimum requirements:
Processor - dual core @ 2.4 GHz (Any 1 series Intelprocessor or equivalent AMD
RAM - 4 GB
Hand Drive - 320 GB 5400 RPM hard drive
Wireless (for laptops) - 802.11g/n
Monitor - 19\" LCD - desktop only dual monitors ifpossible
Operating System - Windows 7 with Service Pack 1 orWin 10
PHYSICALREQUIREMENTS:Candidate must be able to sit and operate a telephone and computer for extendedperiods of time (3-7 hours in one session). Candidate must be able to listenand speak fluent English as well as concentrate for extended periods of time.Candidate must be able to operate a telephone and personal computer.
EDUCATION ANDEXPERIENCE:1) Minimum of a high school diploma or GED required 2) Experience working inhomeowners insurance industry is preferred but not required. Apply tot his job
POSITION TITLE: Survey Notification Phone Rep
REPORTS TO: Client Services Manager
LOCATION: Work from home or office based on business needs.
DESIRED QUALITIES: Professional,Dependable, Articulate, Detail oriented, Organized, Disciplined, Motivated, Abilityto work without direct supervision, Flexible.
RESPONSIBILITIES: The Survey Notification Phone Rep is responsible for the timely and professional completion of Pre-notificationcalls for the field surveys that are to be completed by the fieldrepresentatives. They will interact with policyholders, agency personnel andfield operations team members in a polite and professional manner. Thisposition requires the ability to follow directions and complete assignments ontime. Daily attendance as scheduled and completion of a variable workload arecritical for the person holding this position.
DUTIES: Contacting policyholders to let them know that a field surveyor will be visiting their properties in the next few days to complete a survey for insurance purposes. Candidate will meet minimum productivity anddaily time service goals. Candidate will maintain a professional telephone voiceand demeanor and must communicate well. Set operating procedures andrequirements must be strictly followed at all times. Candidate will prioritize thecalls based on fluctuating business needs and will be pro-active incommunication with management. Additional Customer Service support tasks andmiscellaneous related duties will be assigned as required by business need.
CUSTOMER GROUP:
Extern Insurance agency personnel, policyholders,and individuals associated with inspection process such as policyholder family members,tenants, realtors, property managers and other contacts
Internal ClientService Manager, Customer Service Representatives, Field Operations Team andthe Management team
SKILL SET: 1) Highly organized with excellent time management skills 2) Excellent verbal communication skills 3) Problem solving skills 4) Familiarity with general liability insurance policies 5) Proficient with personal computers and standard software including MS Excel, Word, Outlook, etc. 6) Basic keyboarding (30+ wpm)
REQUIRED EQUIPMENT: 1)Telephone and telephone service (landline or mobile) 2) High speed internet connection 3) Fully functional computerthat meets the following minimum requirements:
Processor - dual core @ 2.4 GHz (Any 1 series Intelprocessor or equivalent AMD
RAM - 4 GB
Hand Drive - 320 GB 5400 RPM hard drive
Wireless (for laptops) - 802.11g/n
Monitor - 19\" LCD - desktop only dual monitors ifpossible
Operating System - Windows 7 with Service Pack 1 orWin 10
PHYSICALREQUIREMENTS:Candidate must be able to sit and operate a telephone and computer for extendedperiods of time (3-7 hours in one session). Candidate must be able to listenand speak fluent English as well as concentrate for extended periods of time.Candidate must be able to operate a telephone and personal computer.
EDUCATION ANDEXPERIENCE:1) Minimum of a high school diploma or GED required 2) Experience working inhomeowners insurance industry is preferred but not required. Apply tot his job