Customer Service Representative

• Expertly assess and evaluate the best path of resolution for customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring that customers receive timely and effective solutions
• Contribute to a smooth and successful customer experiences through the coordination of onboarding documents (insurance policies, supporting documentation) needed for sale finalization
• Apply problem-solving skills and understanding of insurance industry workflows to navigate complex situations, ensuring that customers receive the best possible outcomes
• Ensuring the information is accurate and verifying customers’ coverage. Often may need to deliver proof of insurance paperwork and resolve billing and general issues to ensure customer satisfaction
• Assist in the development of new processes for the onboarding and retention of customers. Provide feedback for improvements of existing processes
• Play a crucial role in resolving carriers and customers complaints by presenting well-considered solutions and alternatives within the timeframes set, and follow up to ensure that any issue has been fully resolved
• Ensure no client is overlooked by entering into carrier portals and pulling lists of clients and initiating timely follow-ups.Proactively educate customers on how to avoid potential policy interruptions and premium increases, helping them to maintain stable and affordable coverage

Benefits

• Hybrid schedule: It’s our priority to ensure that employees stay connected, motivated, and supported.
• Unlimited PTO: Take the time you need when life happens.
• Health & Wellness: Competitive medical, dental, and vision benefits. HSA/FSA options, and more.
• Catered lunches, free snacks and beverages in the office: If you work at one of our homebases, enjoy food, drinks, and good conversation — on us.
• Save for tomorrow: 401(k), matching contributions and company stock options.
• Commuting reimbursement: Regardless of your commute — whether by public transport or driving to the office — we fully reimburse you for any expenses.- Well-organized and self-driven
• Excellent communication skills
• Phenomenal phone skills
• Experience in Customer Support via phone, email and chat
• Licensed in Property & Casualty Insurance preferred
• Bilingual is a plus