Insurance Client Services Advocate

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

📋 Description

• Acts as the primary service representative to guarantee an exceptional customer experience while managing incoming emails and phone calls to address inquiries and resolve issues.

• Deliver top-tier customer service to both internal and external stakeholders, ensuring thorough follow-through to achieve resolutions on the first contact and reduce the frequency of subsequent calls.

• Maintain a comprehensive understanding of general insurance concepts and terminology, as well as strategies, territory appetites, and key agent partners to meet growth and profitability objectives.

• Contribute to recommendations and enhancements aimed at continually improving the customer experience (workflow, systems, knowledge) to enhance efficiency and reduce the number of misrouted calls and emails.

• Support renewal processes including renewal issuance, endorsement/document requests, claim reviews, file documentation, and management of legal notice inquiries and evaluations of loss control reports.

• Regularly update the work management system statuses throughout the policy cycle, monitor work queues, and maintain meticulous records of the outcomes of inbound inquiries.

• Foster robust business relationships (both internal and external) by proactively communicating and demonstrating ownership and commitment, while building rapport, credibility, and trust.

• Exhibit a solid understanding of underwriting systems, workflows, procedures, compliance regulations, and underwriting guidelines.

⛳️ Requirements

• A minimum of 2 years of experience in a customer service or support role within commercial or personal lines.

• Bachelor’s degree or an equivalent combination of education and experience.

• Property and Casualty insurance license is preferred (6 months preparation time is allowed).

• Strong attention to detail, excellent time management, and decision-making abilities.

• Capability to work effectively both independently and as part of a collaborative, team-oriented environment, employing sound judgment in decision-making.

• Outstanding communication skills, both verbal and written, including the ability to listen carefully and respond appropriately.

• A strong customer service orientation!

• Encourage teamwork and organizational success while embracing accountability and ownership, celebrating achievements, and learning from previous mistakes.

• Must be self-motivated, detail-oriented, adaptable in a dynamic organization, and possess strong organizational skills including time management and prioritization.

• Occasional travel may be necessary.

🏝️ Benefits

• Summer Fridays (Leave at 2:00 PM every Friday from Memorial Day to Labor Day).

• Comprehensive healthcare coverage including Medical, Vision, and Dental plans.

• 401k plan with company matching, with immediate 100% vesting.

• Life, AD&D, Critical Illness, Accident, and Disability (both short-term and long-term) insurance options.

• Opportunities for growth and development.

• Work-life balance and wellness benefits with a generous time-off policy including PTO and paid holidays.

• Additional perks including Dependent Care FSA, Healthcare FSA, Virtual Telemedicine, Employee Discount Programs, Paid Parental Leave, HSA, HRA, Commuter/Transit FSA, and a Sabbatical every 7 years.