Personal Lines Insurance Customer Service Representative

Summary

Join our team as a Customer Service Representative (CSR) and play a pivotal role in our best-in-class servicing department. You will assist existing and potential clients with various servicing needs via phone, email, and SMS, interpret insurance documents, utilize carrier quoting systems to bind policies, and collaborate with teams to ensure customer satisfaction. This role requires navigating multiple insurers' products and agent portals, utilizing CRM and in-house comp rater software, and proactively solving complex customer service issues. We offer a competitive base salary, uncapped bonuses, and commission opportunities. The ideal candidate possesses 2-3 years of P&C insurance experience, holds a Property and Casualty or Personal Lines license in at least 15 states, and demonstrates excellent communication and problem-solving skills.

Requirements

• Industry Experience: you have two to three years of P&C or Personal Lines Insurance experience
• Licensing: actively hold a Property and Casualty or Personal Lines license in at least 15 states
• Amazing communication skills: you have outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality
• Proactive and Self-Sufficient: a proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision
• Hyper-comfort with ambiguity: we are a Series A start-up that rolls out process and system updates frequently; you thrive on quickly adapting and apply changes to turbo-charge your sales goals
• Natural Problem Solver: you see issues as opportunities and can look at complex problems and propose creative solutions
• Superior computer fluency: you can learn new systems quickly and navigate multiple Carrier portals simultaneously

Responsibilities

• Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner
• Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions
• Utilize carrier quoting systems in order to bind insurance policies for existing customers who are seeking additional lines of coverage or seeking renewal comparisons
• Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction
• Navigate dozens of insurers' products and agent portals – including Progressive, Geico, National General, Bristol West and other insurers – to efficiently and effectively service clients
• Utilize complicated, evolving software, such as our CRM and in-house comp rater

Preferred Qualifications

• Active licenses in 40+ states
• Bilingual in English & Spanish
• Experience quoting and binding policies

Benefits

• Variable compensation based on performance
• Base salary starting at $47.5k - automatic increase to $50k after 3 months!
• Uncapped bonuses for rewriting and cross-selling insurance products for existing customers
• Earn 4% commission of total written premiums, uncapped!
• $400 bonus based on Metric attainment
• Bonuses available for putting in extra hours
• Regular contests and incentive programs to earn more