Customer Service Representative, Commercial Auto Insurance

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

📋 Description

• Deliver routine customer service and policy assistance to agents and carriers by addressing inquiries related to coverage, rates, billing concerns, and general policy assessments.

• Engage with agents and carriers through various channels (phone, chats, emails) while efficiently navigating multiple systems and platforms.

• Investigate, resolve, and effectively communicate customer inquiries in line with established service standards, escalating issues as necessary.

• Maintain an up-to-date knowledge of products, services, and promotions.

• Review and process applications, binders, endorsements, and other documentation required for policy issuance, including time-sensitive requests.

• Complete necessary forms and documentation while accurately recording all customer interactions and transactions in the CRM system.

• Organize and maintain policy files to ensure appropriate documentation management.

• Assist in the creation, documentation, and ongoing enhancement of processes.

• Collaborate with team members and cross-functional partners to ensure the accurate and timely completion of tasks.

• Deliver exceptional customer service to both internal and external partners.

• Perform additional duties as assigned.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Excellent written and verbal communication skills, with a confident approach to customer interactions.

• Acknowledges the significance of upholding high standards in service delivery.

• Capable of evaluating policy information, identifying potential issues, and taking appropriate steps to resolve them.

• Proficient in Microsoft Office and web-based systems, with the ability to quickly learn new tools and manage multiple systems simultaneously.

• Remote-ready mindset: self-motivated, organized, and capable of independently managing priorities.

• Ability to troubleshoot basic equipment issues such as headset, internet, and connectivity.

🏝️ Benefits

• Comprehensive benefits package that includes medical, dental, vision, disability, and life insurance.

• 401(k) plan with company match.

• Paid time off in addition to company holidays.