Insurance Customer Service Representative

This is a fully remote position, open to applicants in Connecticut, +2 more states.

📋 Description

• Complete foundational training for Personal Lines insurance.

• Assist with personal lines policies by addressing customer inquiries regarding coverages, discounts, registrations, and claims.

• Execute policy transactions utilizing various carrier systems.

• Identify opportunities to enhance insurance coverages and suggest suitable services and products.

• Process discounts received via email or mail, ensuring effective dates are applied and documentation is verified.

• Investigate premium discrepancies and determine their causes.

• Gather information from master files, selling agents, and insurance companies to rectify discrepancies.

• Communicate with insured individuals to clarify premium differences.

• Exchange information with insurance companies, underwriters, banks, car dealers, and other parties to complete insurance documentation.

• Foster and maintain customer relationships, while identifying opportunities to enhance service delivery.

• Comply with AAA’s Five Diamond service standards when managing customer inquiries.

⛳️ Requirements

• High School Diploma or GED is mandatory.

• A minimum of 1 year of customer service experience is required.

• Successful completion of CSR training is essential.

• Personal Lines License must be obtained within the first 30 days.

• Passing the Personal Lines Insurance state exam within the first four weeks is necessary to retain the position.

• Direct access to a modem and high-speed internet is required.

• A quiet workspace free from distractions is essential.

• Availability to work on two of the following holidays: Juneteenth, Columbus Day, or Veterans Day.

• Residents of RI and NJ must undergo applicable in-person background checks, fingerprinting, and criminal history checks after passing the state licensing exam.

• Availability for specified training and work schedules is required.

🏝️ Benefits

• Opportunities for career advancement through continuous world-class training and established career paths.

• Medical coverage with employer contributions covering up to 93% of the premium cost.

• Options for dental and vision coverage.

• 6% company match on contributions to the 401(k) retirement plan.

• Contributions are fully vested and made with each pay period.

• Three weeks of vacation time.

• Twelve holidays observed.

• Eight sick days provided.

• 48 hours of volunteer time available annually.

• Complimentary AAA membership.

• Discounts on insurance.

• Refund on travel commissions.

• Up to $625 in wellness incentives.

• Up to $6,000 in tuition reimbursement offered.

• Annual bonus opportunities available.

• Additional monthly and/or quarterly incentive compensation for specific roles.

• Fully remote work arrangement provided.