Personal-Lines Insurance Customer Service Representative

The Customer Service Representative (CSR) plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. The CSR is responsible for assisting and servicing a variety of insurance products, providing information on complex customer service issues, and proactively solving any issues. They will collaborate across teams to deliver the best resolution and highest levels of customer satisfaction. The successful candidate will have industry experience in P&C Insurance, excellent communication skills, and the ability to adapt to frequent process and system updates.

• Assist existing and potential agency clients with various servicing needs via phone, email, and SMS
• Interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents
• Collaborate with teams to provide the best resolution and highest levels of customer satisfaction
• Navigate multiple insurers' products and agent portals to efficiently service clients
• Utilize complicated software, such as CRM and in-house comp rater
• Have two to three years of P&C Insurance experience and hold a Property and Casualty or Personal Lines license
• Possess excellent written and verbal communication skills
• Maintain appropriate levels of confidentiality
• Take personal initiative, work efficiently, pay attention to detail, multitask, and meet deadlines with or without supervision
• Adapt quickly to process and system updates in a start-up environment

• Two to three years of P&C Insurance experience
• Active Property and Casualty or Personal Lines license
• Outstanding written and verbal communication skills
• Strong interpersonal skills
• Ability to maintain appropriate levels of confidentiality
• Proven history of personal initiative, efficiency, attention to detail, and multi-tasking
• Ability to perform quality work within deadlines with or without supervision
• Comfort with ambiguity and ability to quickly adapt to process and system updates

• Base salary starting at $47.5k with automatic increase to $50k after 3 months
• Annual commission between $8k - $12k depending on performance, no cap
• Uncapped bonuses for up-selling and cross-selling insurance products
• Earn 4% commission of total written premiums
• Bonuses available for putting in extra hours
• Regular contests and incentive programs to earn more
• Variable compensation based on performance
• Opportunity to work with top insurers such as Progressive, Allstate, Liberty Mutual, etc.
• Opportunity to navigate multiple Carrier portals simultaneously
• Opportunity to learn new systems quickly
• Opportunity to collaborate across teams and deliver the best resolution
• Opportunity to assist and service a variety of insurance products
• Opportunity to proactively solve any issues
• Opportunity to grow agency retention and build customer loyalty
• Opportunity to work in a Series A start-up environment with frequent process and system updates
• Opportunity to adapt quickly and apply changes to turbo-charge sales goals
• Opportunity to work in an inclusive and diverse environment
• Background check required prior to starting employment