Licensed Customer Service Representative, Protect
About The Position
We are looking for licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you.
Requirements
- 2+ years of experience selling Property & Casualty Insurance
- Must have valid state active licenses in Property & Casualty or Personal Lines insurance
- Excellent written and verbal communication skills
- Ability to multitask and stay organized to meet deadlines on time
- Ability to analyze members' needs and provide a tailored insurance solution
- Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving
Nice To Haves
- Independent agency experience working with broad range of insurance carriers
- Life insurance experience
- Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals are highly preferred
Responsibilities
- Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
- Respond quickly to customer needs helping to resolve inquires quickly and efficiently
- Help collect post-bind documentation to ensure customer policies are handled properly
- Navigate 20+ carrier portals to adjust coverages with high accuracy
- Receive customer service inquiries from a variety of sources helping our agents focus on selling
- Monitor the book of business to identify retention opportunities
- Review renewals to ensure customers have the most up to date information
- Identify cross-sell opportunities and help close any coverage gaps.
- Be collaborative, identify problems, and have a voice in making the business better.
Benefits
- Competitive benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
