Client Services Representative

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.  

ESSENTIAL DUTIES & RESPONSIBILITIES

• Deliver professional, courteous, and solution-oriented customer service
• Handle inbound calls and respond to inquiries related to policies, billing, and claims
• Process endorsements, policy changes, cancellations, reinstatements, and payments
• Prepare quotes and policy documentation
• Maintain accurate records across multiple systems
• Support First Notice of Loss (FNOL) intake
• Assist during catastrophe (CAT) events
• Ensure compliance with carrier guidelines and regulations
• Meet performance standards, including adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectations
• Participate in ongoing training and development; continuing education requirements

REQUIRED SKILLS & EXPERIENCE

• Strong communication skills
• Excellent customer service ability
• Detail-oriented and accurate
• Strong problem-solving skills
• Ability to multitask in a fast-paced environment
• P&C insurance knowledge a plus
• Bilingual a plus

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. 

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.