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Licensed Customer Service Representative

Remote role Full-time Open position

Job Description:

  • Answer incoming calls and respond to customer questions regarding policies and billing or forward call to appropriate personnel as needed.
  • Understand and comply with the assigned level of authority taking payments and mortgage verifications.
  • Research customer inquiries and respond to appropriate parties in a timely manner.
  • Process calls in a manner that ensures service levels are met or exceeded.
  • Process requests within authority level and properly document files.
  • Interface with team members, management, and customers in reference to customer service issues.
  • Recognize when to refer callers to underwriters and ability to do so in a timely manner.
  • Manage large volume of inbound and outbound calls.
  • Provide accurate, valid and complete information by using the right methods/tools.
  • Follow communication procedures, guidelines and policies.

Requirements:

  • One or more active license in Property & Casualty.
  • 2+ years of customer service in a call center environment.
  • Ability to work independently and effectively in a fast-paced, high volume call center.
  • Strong attention to detail and good decision-making skills.
  • Proven business and analytical problem-solving skills.
  • Product knowledge of Property and Casualty Insurance.
  • Gather and analyze information skillfully.
  • Ability to learn and properly process information with Company specific software.
  • Ability to follow policies and procedures.
  • Ability to maintain confidentiality.
  • Demonstrated ability to effectively manage difficult or emotional customer situations.
  • High school diploma or general education degree (GED).
  • 2+ years of Property and Casualty Insurance experience and/or training; or equivalent combination of education and experience.
  • Insurance experience, preferably with an insurance agency or direct carrier.
  • Experience with homeowners' insurance preferred.
  • Bilingual in Spanish preferred.
  • Regular, predictable attendance.
  • Ability to adapt to change.
  • A positive attitude and takes pride in doing great work.
  • Self-motivated with a desire to succeed.

Benefits:

  • Comprehensive coverage for health, life, and financial wellbeing.
  • Three (3) Medical plan options.
  • Two (2) Dental plan options.
  • Vision plan options.
  • Critical Illness, Hospital Indemnity, and Accident plans offered voluntarily.
  • Pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts.
  • Company paid Basic Life and AD&D.
  • Short and Long-Term Disability benefits.
  • Voluntary Life and AD&D plans.
  • Traditional and Roth 401(k) plans available with discretionary employer match.
  • Employer paid wellbeing program with access to guided meditation and mindfulness exercises.
  • Quarterly wellness challenges and prizes through Brio Health.
  • LifeBalance offers discounts on gym memberships, travel, appliances, movies, and pet insurance.
  • Flexible paid vacation, paid holidays, paid sick time, paid parental leave, identity theft program, and travel assistance.

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