Wrapbook is hiring a
Insurance Customer Service Representative

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Wrapbook

πŸ’΅ ~$35k-$38k
πŸ“Remote - Worldwide

Summary

Join Wrapbook's growing team as an Insurance Customer Service Representative, supporting customers with application and claim processes, managing certificate of insurance requests, and more.

Requirements

  • Strong customer-facing written and verbal communication skills
  • Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen insurance expertise
  • 2+ years working in insurance
  • P&C License (or willingness to obtain within 6 months)
  • Experience with Agency management systems
  • Demonstrated ability to prioritize tasks and meet daily deadlines to satisfy quick turnaround customer requests

Responsibilities

  • Manage certificate of insurance requests from clients, cities, and rental houses
  • Support brokers and clients as they fill out new and renewal quote applications
  • Support clients with claims forms and providing guidance on claims process
  • Vet/pre screen prospective clients, via phone and online application
  • Cross train on Workers Comp team tasks, such as Certificate of Insurance issuance, review of client COI’s, follow up on outstanding requested information for applications, file organization
  • Assist with agency billing/invoicing process
  • Develop, document and manage Notice of Cancellation process to avoid insureds going to collection
  • Manage mail review and organization process
  • Field calls to General Insurance line and Support line
  • Maintain agency files

Preferred Qualifications

  • Ability to work West Coast hours
  • A background working on entertainment accounts
  • Experience working with Salesforce and Applied Epic

Benefits

  • Unlimited Paid Time Off
  • Work from anywhere in Canada and USA
  • Health and Dental benefits
  • Up to $1500 towards IT set up for your home
  • Up to 2% matching RRSP / 401K
  • Learning and Development opportunities
  • Up to $50 USD/ $66.50 CAD towards Internet/Cell phone service

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