Receptionist & Customer Service Representative Job at University Bank – 3.1 in Ann Arbor, MI

Job Description

General Job Summary

The Receptionist/Customer Service Representative is responsible for handling the agency incoming calls and mail distribution. Service existing accounts including but not limited to payments, changes and claims.

Summary of Essential Job Functions

  • Answer Agency Incoming Calls
  • Handle agency mail distribution
  • Handle Customer Payments
  • Handle Customer Changes
  • Handle Claim Calls
  • Log all activities of customer transactions in management system
  • Maintain records, reports, and files as applicable
  • Run daily downloads and prepare spreadsheet for producers

Other Job Functions

  • Attend all required meetings/trainings
  • All other duties as assigned by management

. Requirements:
Education, Training and Work Experience

  • High school diploma or equivalent required

Knowledge, Skills and Abilities

  • Maintain & foster positive relationships with customers and business partners
  • Complete all assigned training in a timely manner
  • Provide professional communication in both oral & written expression
  • Excellent organizational, time management & analytical skills
  • Able to communicate and negotiate effectively
  • High degree of dependability
  • Able to effectively problem solve

Working Environment

Primary working environment is within an indoor climate-controlled office space. Employee may be subject to florescent lighting, dust, and other normal indoor-allergens. Employee will work in close proximity of coworkers and occasionally independently in quiet environments. Employee will interact with customers in person & via telephone. Some minor travel may be required

Physical Requirements

  • Able to lift up to 20 pounds
  • Travel by foot in outdoor environments where it can slippery/etc.
  • Extended periods of sitting (at computer desk)
  • Complete repetitive tasks (including operation of computer mouse/keyboard)


The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

**University Bank is an Equal Opportunity / Affirmative Action Employer**

About Company

Company: University Bank – 3.1

Company Location:  Ann Arbor, MI

Job Category: Customer Service Jobs, Customer Care Jobs

About University Bank - 3.1