Client Services Representative

EXZEO GROUP, INCFort Lauderdale, FL
Hybrid

About The Position

Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide high-quality service to agents and policyholders on behalf of our clients. This role is responsible for handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance.

Requirements

  • Strong communication skills
  • Excellent customer service ability
  • Detail-oriented and accurate
  • Strong problem-solving skills
  • Ability to multitask in a fast-paced environment

Nice To Haves

  • P&C insurance knowledge a plus
  • Bilingual a plus

Responsibilities

  • Deliver professional, courteous, and solution-oriented customer service
  • Handle inbound calls and respond to inquiries related to 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 adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectations
  • Participate in ongoing training and development; continuing education requirements

Benefits

  • 100% employer-paid health insurance
  • 100% employer-paid dental insurance
  • 100% employer-paid vision insurance
  • 100% employer-paid life insurance
  • 100% employer-paid disability insurance
  • Flexible paid time off plan
  • 401(k) match
  • Bonus potential
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