Customer Service Representative

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

📋 Description

• Manage the squad inbox by accurately assigning every email and call to the corresponding deal in the CRM.

• Initiate contact on new deals and route each one appropriately, adhering to established switch rules.

• Prepare deals for the Account Executive and Account Manager by gathering factual information, verifying property details, and collecting necessary documents.

• Organize calls and follow-up appointments.

• Request pre-bind documents from clients.

• Ensure that all deals are up-to-date in the CRM, with a clear next action, assigned owner, and due date.

• Create manual quote requests and compile the handoff package at the time of binding.

• Respond to calls on the squad phone line and participate in the Intake rotation.

• Utilize AI-native tools to expedite drafting, logging, and organizing tasks.

• Refrain from discussing or interpreting coverage, recommending carriers, presenting or explaining quotes, or binding; these responsibilities belong to licensed Account Executives and Account Managers.

• Report directly to the VP of Operations and collaborate daily with the squad’s Account Executive.

⛳️ Requirements

• A minimum of 1 year of experience in customer service, sales support, operations, or a related field.

• Insurance experience is advantageous, but not mandatory.

• No insurance license is required.

• Highly organized, with a strong inclination towards clearing tasks and following through on commitments.

• Excellent written and verbal communication skills, both professional and clear.

• Proficient in managing communications via email, phone, CRM, and shared inboxes.

• Willingness to embrace and integrate advanced AI tools into everyday workflows.

• Interest in sales and aspiration to progress into a licensed role.

• Availability to work during California business hours (Pacific Time).

• Must be located within the U.S.

🏝️ Benefits

• Health benefits.

• Paid time off.

• Opportunities for growth within Five Bays and AACI Group.

• Pathway to becoming an Account Manager with licensing support.