Insurance Customer Relations Specialist

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

📋 Description

• Acquire foundational knowledge of personal lines insurance, encompassing auto and homeowners insurance.

• Provide service and quotes for the company's products and services through telephone and electronic communication.

• Assist customers from all 50 states with a variety of insurance carriers.

• Deliver an outstanding customer experience by establishing rapport and collecting relevant information.

• Respond to incoming customer calls to manage and maintain existing accounts.

• Present and educate customers on their insurance needs, providing estimates to enhance or expand their coverage.

• Investigate, analyze, and address customer inquiries and changes related to their policies.

• Clarify questions regarding coverage and billing.

• Provide quotes for additional lines of insurance and complete the necessary applications.

• Follow up on required information.

• Achieve predetermined individual performance goals focused on productivity and customer satisfaction.

• Be prepared to work overtime when required.

⛳️ Requirements

• Outstanding verbal and written communication abilities.

• Familiarity with various insurance carriers is preferred.

• Understanding of insurance regulations across multiple states is preferred.

• Ability to multitask, with strong attention to detail and exceptional organizational skills.

• Strong interpersonal skills, a collaborative team member, and the capability to empathize with customers.

• Proficient computer and typing skills; comfortable using a PC in a Windows environment.

• Ability to navigate and switch between various systems concurrently, including data entry, quoting, insurance applications, and communication platforms.

• Strong problem-solving abilities.

• Bilingual in Spanish is a plus.

• High School diploma or equivalent required.

• Active Resident Property & Casualty Insurance Producer license is necessary.

• Must be eligible to obtain licensing in all states.

• Minimum of 1 year of customer service experience in the insurance or a related field.

• A dedicated and quiet workspace is essential.

• High-speed internet from a reliable provider is needed.

• Ability to participate in virtual meetings and training sessions.

• Availability is required Monday-Friday, from 9AM-6PM PST / 11AM-8PM CST / 12PM-9PM EST.

🏝️ Benefits

• Competitive salary.

• Flexibility to work remotely from anywhere in the United States for most roles.

• Paid time off, including vacation days, sick leave, 9 paid company holidays, and volunteer hours.

• Incentive bonus programs, including potential holiday bonuses, referral bonuses, and performance-based bonuses.

• Comprehensive medical, dental, vision, life, and pet insurance coverage.

• 401(k) retirement savings plan with company matching contributions.

• A dynamic and engaging work environment.

• Opportunities for advancement within the company.

• Education assistance programs.

• Opportunities for both professional and personal development.

• A company recognition program to acknowledge employee achievements.

• Access to health and wellbeing resources, including free mental health therapy/coaching sessions, child and eldercare resources, and more.