Licensed Customer Service Representative

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

📋 Description

• Deliver exceptional customer service to existing clients and their mortgage providers.

• Issue policy documents, confirm coverage, accept payments, and address inquiries related to products and services.

• Draft correspondence and cater to customer requests to guarantee satisfaction.

• Handle incoming calls, addressing policy and billing inquiries or redirecting calls as necessary.

• Process payments and conduct mortgage verifications within designated authority limits.

• Investigate customer inquiries and respond to relevant parties promptly.

• Manage calls to achieve or surpass service standards.

• Execute requests within authority parameters and accurately document records.

• Collaborate with team members, management, and clients regarding customer service matters.

• Direct callers to underwriters when suitable.

• Handle a significant volume of incoming and outgoing calls.

• Provide precise, valid, and comprehensive information using the appropriate methods and tools.

• Adhere to communication procedures, guidelines, and policies.

• Report directly to the Customer Service Supervisor.

⛳️ Requirements

• High school diploma or equivalent general education degree (GED).

• Minimum of 2 years in Property and Casualty Insurance experience and/or training, or a comparable mix of education and experience.

• Property & Casualty Personal Lines Producer insurance license in the state of residence.

• Proficiency in Microsoft Suite (Outlook, Word, Excel, and PowerPoint).

• Outstanding listening and verbal/written communication skills.

• Capability to work independently and efficiently in a dynamic, high-volume call center environment.

• Keen attention to detail and strong decision-making abilities.

• Established business and analytical problem-solving skills.

• Knowledge of Property and Casualty Insurance products.

• Skill in gathering and analyzing information effectively.

• Ability to learn and accurately process data with company-specific software.

• Capacity to adhere to policies and procedures.

• Ability to maintain confidentiality.

• Proven ability to manage challenging or emotional customer interactions effectively.

• Consistent and reliable attendance.

• Proven team player.

• Self-driven with a strong desire to succeed.

• Candidates must reside in an eligible state; Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia are excluded from remote positions.

• Experience in insurance, preferably with an insurance agency or direct carrier, is advantageous.

• Preference for candidates with homeowners' insurance experience.

• Bilingual in Spanish is preferred.

🏝️ Benefits

• Three medical plan options.

• Two dental plan options.

• Vision plan.

• Voluntary Critical Illness, Hospital Indemnity, and Accident plans.

• Partially employer-funded Health Savings Account.

• Flexible Savings Accounts for healthcare, dependent care, and transportation.

• Company-funded Basic Life and AD&D coverage.

• Short- and Long-Term Disability benefits.

• Voluntary Life and AD&D plans.

• Traditional and Roth 401(k) plans with discretionary employer matching.

• Employer-sponsored Headspace wellbeing program.

• Mental health coaching, clinical care, and confidential resources, including will preparation.

• Employer-provided Brio Health wellness tool with quarterly wellness challenges and prizes.

• LifeBalance discounts on gym memberships, travel, appliances, movies, pet insurance, and more.

• Flexible paid vacation.

• Company-paid holidays, typically nine per year.

• Paid sick leave.

• Paid parental leave.

• Identity theft protection program.

• Travel assistance services.

• Fitness and various discount programs.