Client Services Representative

EXZEO GROUP, INC•Tampa, FL

23h•Remote

About The Position

Exzeo’s Client Services Representative supports policy servicing and claims-related activities across multiple insurance carriers, providing high-quality service to agents and policyholders on behalf of Exzeo’s clients. The role handles inbound inquiries and processes policy transactions accurately, efficiently, and in compliance with carrier guidelines and regulations. The position works the Sunday–Thursday, 1 p.m.–10 p.m. shift. Remote workers are required to report to a central office for one week every quarter for collaboration, team building, and educational exercises. The required 20-44 or 2-20 Insurance License must be obtained within 90 days of employment; the company pays for it.

Requirements

Strong communication skills.
Excellent customer service ability.
Detail-oriented and accurate.
Strong problem-solving skills.
Ability to multitask in a fast-paced environment.
Obtain a 20-44 or 2-20 Insurance License within 90 days of employment; company paid.

Nice To Haves

Property and casualty (P&C) insurance knowledge.
Bilingual ability.
Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or a closely related field.

Responsibilities

Deliver professional, courteous, and solution-oriented customer service.
Handle inbound calls and respond to inquiries about policies, billing, and claims.
Process endorsements, policy changes, cancellations, reinstatements, and payments.
Prepare quotes and policy documentation.
Maintain accurate records across multiple systems.
Support First Notice of Loss (FNOL) intake.
Assist during catastrophe (CAT) events.
Ensure compliance with carrier guidelines and regulations.
Meet performance standards, including schedule adherence, attendance requirements, and Quality Assurance (QA) score expectations.
Participate in ongoing training and development, including continuing education requirements.