JOB SUMMARY
Exzeoโs Client Services Representative willย supportย policy servicing and claims-related activities across multiple insurance carriers.ย You willย provide high-quality service toย agentsย and policyholdersย on behalf of ourย clients. This roleย is responsible forย handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance.ย ย
AVAILABLE SHIFTS
- Tuesday-Saturday, 1-10pm
- Sunday-Thursday, 1-10pm
ESSENTIAL DUTIES & RESPONSIBILITIES
- Deliver professional, courteous, and solution-oriented customer serviceย
- Handle inbound calls and respond to inquiries related to policies, billing, and claimsย
- Process endorsements, policy changes, cancellations, reinstatements, and paymentsย
- Prepare quotes and policy documentationย
- Maintainย accurateย records across multiple systemsย
- Support First Notice of Loss (FNOL) intakeย
- Assistย during catastrophe (CAT) eventsย
- Ensure compliance with carrier guidelines and regulationsย
- Meet performance standards,ย includingย adherence to schedule,ย attendance requirements, and Quality Assurance (QA) score expectationsย
- Participateย in ongoing training and development; continuing educationย requirementsย
REQUIRED SKILLS & EXPERIENCE
- Strong communicationย skillsย
- Excellent customer service abilityย
- Detail-oriented andย accurateย
- Strong problem-solving skillsย
- Ability to multitask in a fast-paced environmentย
- P&C insurance knowledgeย a plusย
- Bilingualย a plusย
EDUCATION & TRAINING
- Associate or bachelorโs 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 Exzeoโs 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.ย
Exzeo offersย 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.