Insurance Customer Service Representative

Entrata • Lehi, UT

83d • $12 - $19 • Hybrid

About The Position

Entrata Software in Lehi, Utah is seeking an entry-level Insurance Customer Service Representative (CSR) to join our team. The CSR will provide essential customer support within the insurance domain, utilizing foundational knowledge to address routine inquiries, policy updates, and basic problem-solving tasks. This role involves collaborating with colleagues, following established procedures, and contributing to projects. The ideal candidate is detail-oriented, possesses strong communication skills, and is eager to develop their expertise within the insurance industry.

Requirements

• Basic understanding of insurance industry practices and concepts.
• Proficiency in using computer applications for data entry and record-keeping.
• Strong written and verbal communication skills.
• Ability to follow standard instructions and established processes.
• Demonstrated problem-solving skills within a limited scope.
• Detail-oriented approach to completing tasks accurately.
• Collaborative mindset for effective teamwork.
• Eagerness to learn and develop competence.
• Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations.

Nice To Haves

• College or university degree in a relevant field or equivalent work experience.
• Familiarity with Entrata software and tools.
• Previous customer service experience in the insurance sector.
• Intermediate knowledge of insurance principles and terminology.
• Ability to adapt to evolving processes and procedures.
• Demonstrated ability to handle a high volume of customer interactions.

Responsibilities

• Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies.
• Proactively engage in cross-selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations.
• Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service.
• Collaborate with internal teams to escalate and resolve more complex issues under supervision.
• Maintain accurate customer records, ensuring all interactions and policy updates are properly documented.
• Follow established procedures and guidelines to ensure compliance with state and federal regulations.
• Support senior team members in handling projects and assignments, contributing to team goals.
• Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients.
• Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata's product offerings.
• Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions.

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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees