Insurance Customer Service Representative

Rivian • Normal, IL

5d • Onsite

About The Position

The Insurance CSR is the operational backbone of the Rivian Agency. In this unlicensed role, your primary mission is to remove friction from the sales and service process. You will handle the critical administrative tasks that allow our licensed Advisors to focus on high-level consultation and closing. From managing post-bind documentation to navigating billing inquiries, you ensure that every behind-the-scenes detail is handled with precision and reflects Rivian’s premium brand standards.

Requirements

• 1–3 years in an administrative or customer service role.
• This is an unlicensed role.
• Attention to Detail: You have an obsessive eye for accuracy—you’re the person who catches the typo in the fine print.
• Communication: Clear, friendly, and professional communication style, especially when assisting customers with billing or account questions.
• Multitasking: Ability to manage a high volume of administrative tickets while supporting US sales operations.
• High School Diploma required

Nice To Haves

• Insurance or Fintech experience is a bonus
• college or equivalent professional experience preferred

Responsibilities

• Field incoming service inquiries via phone and email regarding, billing schedules, loss reports, payment updates, and account maintenance that do not require a license.
• Identify sales opportunities and seamlessly transfer them to licensed sales professionals for quote and bind.
• Act as the primary administrative partner for the Advisor and Associate teams, handling non-licensed tasks like document collection and data entry.
• Manage the "finish line" of the insurance process—ensuring all signed applications, photos, and underwriting requirements are received and filed.
• Assist the licensed team by flagging upcoming policy renewals and organizing rate data for their review.
• Navigate Salesforce case queues and carrier portals to track the status of pending policies and resolve simple administrative tasks.
• Maintain meticulous records within the CRM to ensure the sales team has the most accurate data at their fingertips.

Benefits

• paid vacation
• paid sick leave
• life insurance
• medical insurance
• dental insurance
• vision insurance
• short-term disability insurance
• long-term disability insurance
• 401(k) Plan
• Employee Stock Purchase Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED