Client Advocate

Trucordia • Bellingham, WA

70d • $39,000 - $46,800

About The Position

As a Customer Service Representative at Trucordia, you will play a vital role in providing exceptional customer service to our clients. The Customer Service Representative will be responsible for assisting with the management of and servicing of commercial insurance policies, maintaining client relationships, processing inquiries, and providing support to ensure clients' insurance needs are met efficiently. The role requires a comprehensive understanding of commercial lines insurance products, effective communication skills, and the ability to work collaboratively with producers, underwriters, and clients.

Requirements

• Experience in delivering client-focused solutions based on customer needs.
• Proven ability to manage multiple projects at a time while paying strict attention to detail.
• Excellent listening, negotiation, prospecting, and presentation skills.

Responsibilities

• Provide prompt and courteous assistance to customers via phone, email, and other communication channels.
• Process both new business and renewals for customers.
• Assist in preparing and processing policies, including issuing certificates of insurance, endorsements, and other policy documents.
• Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
• Process payments and submit insurance premiums accurately and in a timely manner.
• Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
• Maintain detailed and accurate records of customer interactions to continuously improve service quality.

Benefits

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 5,001-10,000 employees