JOB SUMMARY
Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide high-quality service to agents and policyholders on behalf of our clients. This role is responsible for handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance. Â
AVAILABLE SHIFTS
- Tuesday-Saturday, 1-10pm
- Sunday-Thursday, 1-10pm
ESSENTIAL DUTIES & RESPONSIBILITIES
- Deliver professional, courteous, and solution-oriented customer serviceÂ
- Handle inbound calls and respond to inquiries related to policies, billing, and claimsÂ
- Process endorsements, policy changes, cancellations, reinstatements, and paymentsÂ
- Prepare quotes and policy documentationÂ
- Maintain accurate records across multiple systemsÂ
- Support First Notice of Loss (FNOL) intakeÂ
- Assist during catastrophe (CAT) eventsÂ
- Ensure compliance with carrier guidelines and regulationsÂ
- Meet performance standards, including adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectationsÂ
- Participate in ongoing training and development; continuing education requirementsÂ
REQUIRED SKILLS & EXPERIENCE
- Strong communication skillsÂ
- Excellent customer service abilityÂ
- Detail-oriented and accurateÂ
- Strong problem-solving skillsÂ
- Ability to multitask in a fast-paced environmentÂ
- P&C insurance knowledge a plusÂ
- Bilingual a plusÂ
EDUCATION & TRAINING
- Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or closely related field preferred.
LICENSE OR CERTIFICATIONS
- 20-44 or 2-20 Insurance License must be obtained within 90 days of employment (company paid).
To foster Exzeo’s commitment to creating a collaborative work environment, remote workers will be required to report to a central office location for one week every quarter for collaboration, team building, and educational exercises.Â
Exzeo offers 100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential.