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 fully 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, with specific ranges provided for different regions.
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
- Bilingual Spanish a plus
- High School diploma or its equivalent
- Active Resident Property & Casualty Insurance Producer license
- Must be eligible to obtain licensing in all states
- 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
- 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, 9 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
- Engaging work environment
- Promotional opportunities
- Education assistance
- Professional and personal development opportunities
- Company recognition program
- Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
