Customer Intake Specialist - Insurance - San Francisco, CA
Insurance Relief•San Francisco, CA
•$55,000 - $65,000•Hybrid
About The Position
Imagine joining a team at a tech giant looking to fundamentally change how the entire insurance industry works; that's the goal!! This agency is in high-growth mode and is blending cutting-edge technology with a stellar client experience! This company is looking to add a Customer Intake Specialist to be the face of this transformation!! Think Instagram, FaceBook, and Snapchat. Those companies reshaped the way society interacts with one another. This company is doing the same thing in the insurance industry! Come join us to change the world!
Requirements
- Administrative, client-facing, or call center experience
- Microsoft Office or willing to learn and comfortable using call-center software programs or Customer Relationship Management CRM systems
Nice To Haves
- Insurance brokerage, retail, and/or wholesaler experience
- Bilingual in Spanish
Responsibilities
- Assist with corresponding to high-volume and back-to-back phone calls
- Learn to differentiate the different business operations the agency works with.
- Responsible for representing the agency professionally and maintaining a high-level customer experience.
- You will be directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
- Comfortable entering important data while speaking with clients.
- Communicate and assist with answering a high volume of phone calls.
Benefits
- Medical, dental, and vision coverage
- Paid time off
- Paid company holidays
- Dedicated mentorship & training
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
