Experienced Retail Customer Service Representative (Remote) – Insurance Industry Expertise

At arenaflex, we're redefining the insurance landscape by providing expert guidance and best-in-class insurance policies to small business owners. Our commitment to transparency, trust, and growth drives innovation, and we're looking for talented individuals to join our team.

About arenaflex

arenaflex is a unique insurance partner that operates independently, free from outside investors, venture capital, or corporate pressures. Our culture of empowerment encourages effort, results, and accountability, fostering a work environment where ideas matter and growth is encouraged. We're a team of trailblazers and visionaries who are revolutionizing the way people "do" insurance.

Job Summary

We're seeking an experienced Retail Customer Service Representative (CSR) to join our team. As a CSR, you'll provide exceptional customer service, administrative support, and operational expertise to internal team members. If you're passionate about delivering outstanding customer experiences and have a strong understanding of commercial insurance policies, we want to hear from you.

Key Responsibilities

As a Retail Customer Service Representative, you'll be responsible for:

• Responding to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
• Issuing certificates of insurance (COIs) and assisting clients with policy audits or disputes
• Providing timely correspondence to carriers, brokers, and agents regarding policies and client requests
• Handling phone coverage and managing email correspondence across sales, support, and certificates
• Preparing and distributing required documents, including quotes, invoices, affidavits, and policy-related forms
• Maintaining accurate data records in the management system, adhering to processes and naming conventions
• Organizing tasks efficiently to meet deadlines, notifying management of potential delays or challenges
• Performing general clerical duties and adhering to departmental best practices
• Supporting the team's efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
• Managing leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
• Overseeing the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
• Supporting team operations by preparing and distributing documents related to new and renewal business
• Conducting research and resolving issues related to invoicing, reconciliation, and payment processes
• Collaborating with team members during meetings to improve workflows and processes

Requirements and Qualifications

To be successful in this role, you'll need:

• High School Diploma
• Active Property & Casualty License
• 2+ years of Independent Insurance Agency experience in CSR or administrative support, with data entry experience
• Broad understanding of Commercial Insurance Policies
• Experienced with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
• Familiarity with agency management systems and tools (e.g., AMS 360, Applied Epic, Hawksoft) and phone systems
• Familiarity with HubSpot (CRM) is a plus

Perks

As a valued member of our team, you'll enjoy:

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 9 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistant programs for support in a healthy personal and work life

Why arenaflex?

Here at arenaflex, you'll be part of a team of trailblazers and visionaries who are revolutionizing the insurance landscape. We're not just providing insurance policies; we're creating a whole new paradigm. With us, you'll experience:

• Engaging in groundbreaking projects that are reshaping the insurance landscape
• Collaborating with a group of dedicated, like-minded professionals
• Experiencing a culture that prioritizes growth and development

Compensation Range

$21/hr - $25/hr

Equal Opportunity Employer

arenaflex is an equal-opportunity employer committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics. If you need accommodation, please let us know during the interview process.

Apply Now

Ready to join our team of innovators and visionaries? Apply now to become an experienced Retail Customer Service Representative at arenaflex. Apply Job! Apply for this job