Description We are in the process of recruiting a Customer Success Specialist to join our client's ream in Oceanside, New York. This role is primarily focused on ensuring customer satisfaction and smooth operations within the underwriting department. The job function encompasses customer service duties, including processing information for the underwriting department and ensuring efficient communication across all channels. This role offers a long-term contract employment opportunity. Responsibilities: - Effectively handle customer queries, ensuring high levels of customer satisfaction. - Communicate with clients to gather necessary information for the underwriting department. - Operate CRM, Database, and other essential systems like EO/IR, EXPRESS, and Microsoft Excel for efficient workflow. - Answer customer calls with professionalism and courtesy, providing them with the information they need. - Carry out billing functions, ensuring accuracy and timeliness. - Maintain a strong client relationship by addressing their concerns promptly and professionally. - Handle customer complaints, providing appropriate solutions and alternatives to ensure resolution. - Work closely with Casualty Claims and Auto General Liability (AGL) Claims departments, providing them with necessary customer information. - Monitor customer accounts and take appropriate action when necessary. - Maintain accurate records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Requirements - Proficient in CRM software and database management - Extensive knowledge of EO/IR systems - Familiarity with EXPRESS tools - Proficient in Microsoft Excel - Experience with About Time software - Able to manage billing functions - Strong client relations skills - Proven experience in complaint handling - Track record of improving customer satisfaction - Experience in a call center customer service environment - Knowledge of casualty claims procedures - Experience with Auto General Liability (AGL) Claims TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (.
Job Title
Customer Success Specialist