About the Job
Thoughtful individuals who demonstrate skills that reflect a proactiveย and strategic approach to problem resolution. This position is an excellent opportunity to
advance quickly in the insurance industry. We support a diverse and inclusive atmosphere where everyone's individuality and the unique impact on the company is appreciated.
Policy Consulting & Servicing
- Support new business quoting and application processes
- Process policy changes, endorsements, cancellations, and reinstatements accuratelyย and efficiently
- Review and explain policy documents, declarations pages, and coverage details in clear,ย plain language
- Support new business quoting and application processes in collaboration withย underwriting
Billing & Payment Support
- Assist customers with billing inquiries, payment plan setup, and account reconciliation
- Process payments, issue refunds, and resolve billing discrepancies in a timely manner
- Communicate upcoming renewals, premium changes, and payment due datesย proactively
Customer Satisfaction & Relationship Building
- Deliver a consistently outstanding customer experience across all interactions - phone,ย email, and chat
- Follow up on open issues and ensure resolution to the customer's satisfaction
- Gather and document customer feedback to surface trends and improvement
- opportunities
- Build long-term relationships with policyholders and agent partners to drive retention andย loyalty
- Escalate complex or sensitive issues to senior staff with full context and recommendedย next steps
General Operations
- Maintain accurate and thorough records of all customer interactions in our CRM system
- Adhere to state insurance regulations, compliance guidelines, and company policies
- Participate in ongoing training, team meetings, and quality assurance reviews
- Support cross-functional initiatives and collaborate with underwriting, claims, and billingย teams
Qualifications
- Property & Casualty insurance license preferred but not required. Must be open to a path towards licensing
- Strong communication skills (written and verbal) and a customer-first mindset.
- Organized and detail-oriented, with the ability to manage multiple tasks.
- Interest in automation, chatbots, or customer support technology.
- Comfortable using tech-forward tooling
- Proactive learner eager to contribute to both customer-facing and internal initiatives.
- Prior customer service or client-facing experience is a plus.
- Enjoys interacting and learning from our customers (small businesses).