Insurance Customer Service Representative III (Licensed)
About The Position
Since its inception in 2003, driven by visionary college students transforming online rent payment, Entrata has evolved into a global leader serving property owners, managers, and residents. Honored with prestigious awards like the Utah Business Fast 50, Silicon Slopes Hall of Fame - Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans rent payments, insurance, leasing, maintenance, marketing, and communication tools, reshaping property management worldwide. Our 2200+ global team members embody intelligence and adaptability, engaging actively from top executives to part-time employees. With offices across Utah, Texas, India, Israel, and the Netherlands, Entrata blends startup innovation with established stability, evident in our transparent communication values and executive town halls. Our product isn't just desirable; it's industry essential. At Entrata, we passionately refine living experiences, uphold collective excellence, embrace boldness and resilience, and prioritize different perspectives, endeavoring to craft a better world to live in. Entrata's Homebody (Insurance) CSR III is a licensed service professional who provides advanced expertise in servicing and policy management. This role handles escalated customer requests that require licensure, including coverage changes, endorsements, renewals, and compliance-sensitive situations. CSR IIIs also act as a knowledge resource for CSR I and II team members and may support cross-selling and policy enhancements.
Requirements
- Resident Property & Casualty Insurance Producer License (active).
- 3+ years of insurance customer service or related experience.
- Demonstrated expertise in policy servicing and compliance.
- Strong communication and problem-solving skills.
Nice To Haves
- Multiple state licenses.
- Prior experience in a high-volume insurance agency or carrier environment.
- Experience training or mentoring peers.
- Experience with Zendesk or other customer support platforms.
Responsibilities
- Process service requests that require a resident insurance producer license (endorsements, coverage changes, cancellations, reinstatements).
- Manage escalated insurance verification cases requiring advanced policy knowledge or complex interpretation.
- Act as an escalation point for CSR I and II on licensed or high-risk matters.
- Partner with Sales Agents on cross-functional service needs requiring a license.
- Support training and knowledge sharing within the service team.
- Contribute to compliance initiatives and workflow improvement projects.
- Identify opportunities to cross-sell or enhance policies in compliance with licensing requirements.
Benefits
- Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
- HSA/FSA options and employer-paid disability benefits provided for eligible employees.
- Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
- Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.
- Family-centric leave policies supporting new parents during significant life events.
- Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.
- Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
- Bi-annual swag drops for employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
