Customer Service Representative – Travel Insurance

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

📋 Description

• Act as the initial point of contact for both prospective and current customers by professionally answering inbound calls and engaging in live chat promptly and courteously.

• Provide an exceptional customer experience by attentively listening, recognizing customer needs, and offering precise guidance on both new and existing travel insurance policies.

• Employ a consultative sales method to assess leads, pose insightful questions, suggest suitable coverage options, and assist customers in choosing the ideal solution for their travel requirements.

• Support existing policyholders with inquiries related to service, policy assistance, and general troubleshooting, ensuring clear communication and follow-through.

• Maintain an in-depth understanding of TravelInsurance.com products, carrier offerings, policy specifics, and key differences in coverage to convey information clearly and with confidence.

• Carefully document customer interactions and manage various conversations or tasks simultaneously while upholding attention to detail and service quality.

• Exhibit a positive, proactive, and customer-centric attitude while contributing to team objectives and enhancing the quality of customer experiences.

⛳️ Requirements

• A minimum of 1 year of sales experience is required; experience in customer service within the travel insurance sector is highly preferred.

• A valid travel and/or property & casualty insurance license is required.

• Must possess authorization to work in the United States.

• Excellent verbal and written communication skills, capable of clearly explaining coverage options and policy details to customers.

• Preference for candidates with inbound call center experience, along with the ability to multitask efficiently in a dynamic, customer-facing environment.

• Strong proficiency in computer usage, email, and typing skills, with a comfort level in utilizing phone and chat systems to efficiently assist customers.

• Dependable, customer-focused, and flexible, with a positive disposition and the ability to adjust to evolving business needs and working hours.

🏝️ Benefits

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows.

• Professional development opportunities.

• Owner Referral Program.

• Work from home reimbursement for remote/hybrid roles.

• Canary emergency financial assistance program.

• Comprehensive medical, dental, and vision coverage.

• Life/AD&D Insurance.

• Confidential Employee Assistance Program.

• Health Savings Account, includes company contribution.

• Short-term disability.

• Voluntary benefits - supplemental accident, critical illness, hospital insurance.

• Employee discounts.

• 401(k) Plan with company match contribution.

• Additional Wealth Financial Wellness Program.

• Various Time Off Programs.

• 11 company paid holidays.