Agent Success Specialist (P&C Licensed)

Delos Insurance Solutions • San Francisco, CA

1h • $60,000 - $71,000 • Remote

About The Position

At Delos Insurance Solutions, we are seeking a dedicated and licensed insurance professional to join our team as a Customer Service Representative. The ideal candidate will hold a California Property & Casualty Insurance License and possess previous experience in customer service within the insurance industry. In this role, you will play a crucial part in our mission to redefine property insurance in wildfire-prone regions, offering unparalleled service to our valued customers.

Requirements

• Minimum of 3 year of insurance customer service experience required.
• Active Property & Casualty (P&C) insurance producer license required in any U.S. state.
• If not currently licensed in California, candidates must be eligible to obtain and maintain a Californian-resident insurance license within 90 days of hire.
• Technical proficiency with platforms such as Slack, Gmail, G-Suite, Adobe Acrobat, Microsoft 365, HubSpot CRM, Zoom, and more.
• Stable High-Speed Internet connection suitable for VOIP.
• Quiet Work-from-Home setup.
• Genuine passion for customer service and effective interpersonal skills.
• Physical capabilities: Regular keyboarding, sharp vision, and ability to communicate using a headset.

Nice To Haves

• A blend of professionalism and punctuality.
• Self-driven with a collaborative mindset.
• Adept problem-solving abilities.
• An optimistic, proactive demeanor coupled with a strong sense of responsibility.

Responsibilities

• Deliver top-tier, unscripted white-glove service via phone, email, and chat.
• Proficiently navigate carrier websites, HubSpot CRM, SMS, and other omnichannel functions.
• Tactfully handle conflict resolutions and expertly de-escalate client situations.
• Establish and nurture positive client relationships, ensuring all inquiries, cancellations, and confirmations are adeptly managed.
• Document daily challenges and corrective actions in the call-center database.
• Use insights from call-center data to suggest continuous improvement strategies.

Benefits

• Competitive salary plus equity stock options
• Flexibility to work from anywhere in the United States
• Unlimited PTO, including sick leave and company holidays
• Comprehensive medical, dental, vision, and life insurance (25% paid by employee, 75% covered by Delos including dependents)
• 401(k) retirement savings plan
• Professional development opportunities and tuition assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed