Insurance Customer Relations Specialist - REMOTE
About The Position
This is an entry-level position for a Customer Relations Specialist who will learn the basics of personal lines insurance (auto, homeowners, etc.). The role requires attending pre-licensing classes and obtaining a property and casualty license. The primary function is to service and quote the Company’s products and/or services for multiple insurance carriers across all 50 states via telephone and electronic means. The position is remote and requires adherence to specific working hours: Monday-Friday | 9AM-6PM PST / 11AM-8PM CST / 12PM-9PM EST. The salary range varies by state and experience.
Requirements
- Excellent verbal and written communication skills.
- Knowledge of multiple insurance carriers preferred.
- Knowledge of multiple state insurance regulations preferred.
- Multi-tasking ability, detail oriented and exceptional organizational skills.
- Strong interpersonal skills, a team player and the ability to empathize with customers.
- Solid computer and typing skills; PC literate in a Windows environment.
- Ability to navigate and toggle between multiple systems, simultaneously, including computerized data entry system, other relevant quoting and insurance applications, and communication platforms.
- Strong problem resolution skills.
- High School diploma or its equivalent.
- Active Resident Property & Casualty Insurance Producer license.
- 1+ years customer service experience in the insurance or related industry.
- Dedicated, quiet workspace.
- High-speed internet via reliable provider.
- Ability to attend virtual meetings and training sessions.
Nice To Haves
- Bilingual Spanish a plus.
- Bachelor's degree a plus.
Responsibilities
- Provide an excellent customer experience by building rapport, gathering information, and creating a positive high-level customer experience in a fast-paced structured environment.
- Answer incoming customer calls to service and maintain existing accounts.
- Offer and educate customers regarding insurance needs and provide estimates to the customer to increase or add coverage.
- Research, analyze and respond to customer policy inquiries and changes, as well as explain specific coverage and billing questions.
- Quote additional lines of insurance, prepare and complete insurance applications, as well as follow up on necessary information.
- Meet pre-defined individual performance objectives based on productivity and customer satisfaction.
- Available to work overtime as needed.
Benefits
- Competitive compensation
- Flexibility to work from anywhere in the United States for most positions
- Paid time off (vacation time, sick time, paid Company holidays, volunteer hours)
- Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
- Medical, dental, vision, life, and pet insurance
- 401 (k) retirement savings plan with company match
- Professional development & promotional opportunities
- Education assistance and training programs
- Company recognition program
- Mental wellbeing and caregiver support resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
