Insurance Service Associate

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

📋 Description

• Deliver entry-level assistance and support to policyholders, emphasizing first-contact resolution.

• Address requests through a single communication channel, such as phone.

• Initiate and receive phone calls.

• Oversee policy information management.

• Safeguard customers by cross-selling and binding relevant products, coverages, and services.

• Anticipate and proactively respond to future questions, needs, and concerns.

• Elaborate on coverages and conduct thorough policy reviews.

• Provide insurance quotes for current insurance policies.

• Process underwriting transactions within established authority limits.

• Assist policyholders via phone, web, and chat platforms.

• Collaborate with fellow agents to ensure timely resolutions and foster positive relationships.

• Aim to advance toward the Service Agent role.

⛳️ Requirements

• High School Diploma/GED or equivalent education combined with 1+ years of directly relevant work experience.

• Ability to train and perform duties in a remote environment.

• Capability to meet work-from-home requirements.

• Possession of a P&C or Personal Lines License, or willingness to obtain one within 6 months of hire.

• Preference for candidates with 1–2 years of prior sales and customer service experience in a personal lines insurance setting.

• Associate's or Bachelor's Degree is preferred.

• At least 1 year in a chat support role is preferred.

• Bilingual skills are preferred.

• Excellent communication, empathy, adaptability, and interpersonal abilities.

• Proficiency in navigating Windows-based and web browser applications.

• Competent and precise computer keyboard usage for data entry.

• High attention to detail required.

• Availability to work 40 hours per week within 24/7 operational hours.

• Flexibility for shifts concluding at 8:00 p.m. local time and schedules that include at least one weekend day.

• Must be in the home location and on camera during training.

• Must have authorization to work indefinitely in the United States.

• CSAA does not offer visa sponsorship.

• Seeking Spanish-speaking bilingual claims agents; insurance experience is not mandatory for these positions.

🏝️ Benefits

• Eligibility for annual bonuses for most positions.

• 401(k) plan with a company match.

• Company-wide annual discretionary bonus through the Annual Incentive Plan (AIP), up to 5% of eligible pay.

• Provision of study materials and coverage of licensing exam costs by the company.

• Support for career advancement from leaders and mentors.

• Opportunities for development, mentoring, leadership programs, tuition assistance, and hands-on experiences.

• Flexible work environment with a remote-first culture.

• Option to work from various locations, including CSAA offices.

• Access to employee resource groups.

• Opportunities for volunteering.

• Reasonable accommodations available for qualified applicants and employees with disabilities or other limitations.