Service Assist Agent

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

📋 Description

• Assist in establishing new accounts and ensure a seamless onboarding experience for clients.

• Handle billing inquiries, payment processing, and necessary follow-ups.

• Manage endorsements, cancellations, reinstatements, and updates to policies.

• Identify opportunities for cross-selling and refer qualified leads to Client Account Managers or Sales Agents.

• Keep accurate records in agency systems and ensure adherence to industry and agency regulations.

• Provide prompt, friendly, and professional responses to everyday client inquiries.

• Work collaboratively with Client Account Managers and Sales Agents to achieve agency objectives.

• Assist Client Account Managers by taking on administrative tasks, allowing them to focus on policy reviews and client relationships.

• Demonstrate honesty, empathy, and hospitality in every interaction with clients.

⛳️ Requirements

• Active Property & Casualty License (or a commitment to obtain one).

• Previous experience in customer service or administrative roles (insurance experience preferred).

• Strong skills in organization and multitasking.

• Exceptional written and verbal communication abilities.

• Proficient with technology, including CRM and insurance management systems.

• Detail-oriented and process-driven, with a proactive approach.

• Willingness to undergo a comprehensive background check confirming a clear criminal record.

• Capability to manage service requests by the end of business hours, with exceptions addressed within 24 hours.

🏝️ Benefits

• Performance-based bonus.

• Competitive salary.

• Opportunities for training and development.

• Fully remote work options.

• Flexible scheduling.

• Opportunities for career advancement.

• Potentially adaptable schedules and a supportive office culture.