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Customer Service Assistant in Clearwater, FL at Heritage Insurance

Date Posted: 3/18/2019

Job Snapshot

Job Description

Position Summary:

The Customer Service Assistant is responsible for providing administrative and clerical support for the Customer Service Department.  This includes data entry, mail processing, and phone support as needed. The assigned duties are performed efficiently and effectively to achieve individual quality and quantity goals, as well as supporting the department in achieving required overall service levels. 


  • Opens, date stamps, sorts and routes incoming mail to the appropriate department.
  • Scans/uploads documents to the appropriate insurance services and billing system.
  • Enters and updates bulk mortgagee changes.
  • Supports Catastrophe operations as needed to include First Notice of Loss phone support.
  • Communicates with co-workers, management, clients, vendors, and others in a courteous

and professional manner.

  • Protects the organization's value by keeping information confidential.
  • Maintains compliance with Heritage’s Best Practices.
  • Performs additional duties as assigned.


Job Requirements


  • High School Diploma or equivalent is required.
  • Proficiency with Microsoft Office products required; internet research tools preferred.
  • Proficient typing skills
  • Working knowledge of office equipment
  • Excellent communication skills and ability to interact on a professional level with internal and external personnel
  • Results driven with strong problem solving and analytical skills. Ability to efficiently navigate through systems and websites to maximize time with callers.
  • Ability to work in a fast paced environment; and manage changing priorities effectively.
  • Ability to work within a call center scheduled environment.
  • Detail-oriented and strong organizational skills