Customer Service Representative

Summary

Join Entrata Software in Lehi, Utah as an Insurance Customer Service Representative (CSR) and contribute to a global leader in property management. As a CSR, you will provide essential customer support within the insurance domain, addressing routine inquiries, policy updates, and basic problem-solving tasks. This role involves collaborating with colleagues, following established procedures, and contributing to projects. The ideal candidate is detail-oriented, possesses strong communication skills, and is eager to develop their expertise within the insurance industry.

Requirements

• Basic understanding of insurance industry practices and concepts
• Proficiency in using computer applications for data entry and record-keeping
• Strong written and verbal communication skills
• Ability to follow standard instructions and established processes
• Demonstrated problem-solving skills within a limited scope
• Detail-oriented approach to completing tasks accurately
• Collaborative mindset for effective teamwork
• Eagerness to learn and develop competence
• Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations

Responsibilities

• Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies
• Proactively engage in cross-selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations
• Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service
• Collaborate with internal teams to escalate and resolve more complex issues under supervision
• Maintain accurate customer records, ensuring all interactions and policy updates are properly documented
• Follow established procedures and guidelines to ensure compliance with state and federal regulations
• Support senior team members in handling projects and assignments, contributing to team goals
• Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
• Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings
• Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions

Preferred Qualifications

• College or university degree in a relevant field or equivalent work experience
• Familiarity with Entrata software and tools
• Previous customer service experience in the insurance sector
• Intermediate knowledge of insurance principles and terminology
• Ability to adapt to evolving processes and procedures
• Demonstrated ability to handle a high volume of customer interactions
• Basic understanding of insurance industry practices and concepts

Benefits

• Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance
• Comprehensive medical, dental, and vision coverage , including fertility benefits, available for eligible employees and their families
• HSA/FSA options and employer-paid disability benefits provided for eligible employees
• Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security
• Wellness initiatives promoting physical and mental well-being , access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs
• Family-centric leave policies supporting new parents during significant life events
• Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community
• Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits
• Bi-annual swag drops for employees