Customer Service Representative
About The Position
Trucker Path Insurance (TPI) is seeking a dependable and service-oriented Customer Service Representative (CSR) to support its commercial trucking clients with care, accuracy, and efficiency. This role is crucial for delivering an exceptional client experience by processing policy changes, assisting with documentation, and ensuring smooth communication between underwriters, producers, and clients. The CSR will work closely with the operations team to maintain high levels of customer satisfaction and retention. This is a hands-on, detail-focused role ideal for someone who enjoys problem-solving and thrives in a collaborative, fast-paced environment.
Requirements
- Minimum of 2 years of experience in a commercial lines CSR or account support role at a retail agency/broker (trucking focus preferred)
- Active Arizona resident Property & Casualty license (or ability to obtain prior to start)
- Customer-focused with a positive and solution-oriented attitude
- Clear and compassionate communicator who can handle multiple tasks with care
- Team player who thrives in a collaborative setting and is eager to learn
- Calm, professional presence to client interactions and internal conversations
- Strong written and verbal communication skills, with the ability to build rapport with truckers, brokers, and underwriters
- Tech-savvy and comfortable with agency management systems (Applied Epic) and the Microsoft Office Suite
- Self-motivated with excellent organizational skills and attention to detail
Responsibilities
- Processing policy endorsements, cancellations, certificates of insurance, binders, and billing documentation
- Reviewing and updating policy documents to ensure accuracy and resolve discrepancies
- Providing responsive and thoughtful customer service to commercial insurance clients
- Staying current on carrier products, underwriting guidelines, and TPI procedures
- Working closely with producers and underwriters to ensure client needs are met quickly and thoroughly
- Assisting with document management and supporting client communications in a timely, professional manner
Benefits
- AI-First Innovation: Access to leading AI tools, hands-on learning opportunities, and exposure to AI transforming business.
- Health Insurance: $100 per month for employee-only medical coverage, with options to add dependents or choose alternative plans with a wellness credit.
- Paid Time Off: Three weeks of time off during the calendar year.
- Discounted Gym Memberships: $28 per month for gym access for employees on medical insurance plans.
- Paternity Leave: Up to 6 weeks of paid paternity time for eligible employees after qualifying for FMLA.
- Employee Assistance Program: Free access to SupportLinc for on-demand care for personal or professional challenges, available to employees and their family members.
- Team Building: Monthly team activities, quarterly town halls, open Q&A sessions, and other special events.
- Growth Opportunities: Leadership training, development journeys for core teams, and coaching/mentoring opportunities.
- Tools To Do the Job: Provision of necessary tools, equipment, and systems prior to the start date.
- 401(k)-company match
- 100% company-paid life/AD&D insurance
- 100% company-paid short-term disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
