CSR – Inside Sales, Commercial Insurance

This is a fully remote position, open to applicants in California.

📋 Description

• Manages a significant volume of incoming phone calls and chats; addresses and resolves customer concerns promptly.

• Provides consumers with the highest standard of customer service; consistently maintains professionalism and courtesy.

• Attends to client requirements by creating binders, certificates, policies, endorsements, and other related documentation.

• Organizes workflows for efficient documentation management.

• Acts as a mentor for new employees or other team members, which may involve offering guidance and training.

• Executes additional responsibilities as assigned.

⛳️ Requirements

• At least one year of customer service experience in a call center setting is required; additional office or customer-facing experience is preferred.

• A high school diploma or its equivalent is required; post-secondary education is an advantage.

• Exhibits a positive demeanor, professionalism, and a high degree of integrity.

• Possesses strong telephone etiquette with the capacity to communicate clearly and effectively.

• Capable of reading, understanding, and accurately interpreting information.

• Proficient in computer skills and data entry, including experience with web-based systems and software applications.

• Familiarity with Microsoft Office (Outlook, Word, Excel, PowerPoint) is required.

• Self-driven with a robust work ethic, effective time management skills, and excellent interpersonal abilities.

• Able to efficiently multitask in a dual-screen environment while maintaining focus on detail and adhering to instructions.

• Knowledge of call center metrics, including call handling and quality standards.

• Adaptable and willing to learn in a dynamic and fast-paced environment.

• Maintains a professional image and consistently represents the company positively.

• Remote-ready: capable of working independently in a home environment with reliable internet, minimal distractions, and strong accountability.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health benefits package.

• Opportunities for professional development and advancement.

• Flexible work schedule and remote working options.