Customer Service Representative I

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Deliver routine customer service and policy assistance to agents and carriers concerning coverage, rates, billing inquiries, and policy assessments.

• Engage in communication through phone, chat, and email while navigating various systems and platforms.

• Investigate, resolve, and effectively communicate customer inquiries in accordance with service standards.

• Elevate issues as necessary.

• Maintain an updated knowledge of products, services, and promotions.

• Review and process applications, binders, endorsements, and other policy-related documents.

• Complete necessary forms and accurately log customer interactions and transactions in the CRM system.

• Organize and manage policy files.

• Assist in creating, documenting, and continuously enhancing processes.

• Collaborate with team members and cross-functional partners.

• Offer customer service to both internal and external partners.

• Carry out other assigned duties.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Strong written and verbal communication abilities.

• Capability to assess policy information, identify potential issues, and take appropriate actions.

• Proficiency in Microsoft Office and web-based systems.

• Ability to quickly learn new tools and navigate multiple systems concurrently.

• Self-motivated, organized, and capable of managing priorities independently.

• Ability to troubleshoot basic headset, internet, and connectivity challenges.

• A quiet, distraction-free workspace for professional calls and virtual collaboration.

• Reliable internet connection.

• Applicants must have authorization to work in the United States at the time of hire and maintain that authorization throughout their employment.

• Experience in commercial insurance or related customer service is advantageous, though not mandatory.

🏝️ Benefits

• Comprehensive medical, dental, vision, disability, and life insurance.

• 401(k) with company matching contributions.

• Paid time off.

• Observance of company holidays.

• Training and ongoing support.

• Potential for higher compensation for candidates with experience in workers’ compensation insurance.