Customer Service Representative - Personal Lines Job at PEAK6 InsurTech
Job Summary: The customer service representative in the personal lines inbound department provides insurance service support to clients and producers. We are looking for a dedicated customer service representative who has their property and casualty license to support the needs of the business. This is a fully remote role.
Essential Job functions:
- Deliver quality customer service by answering inbound calls from clients and/or we insure producers for all personal lines insurance policies including (but not limited to) answering policy questions, endorsement changes, cancellation requests, policy payments/billing questions, providing requested documentation
- Diagnose customer requests at a foundational level, provide solutions and use a structured thought process to achieve results while balancing customers needs with company/carrier guidelines
- effectively service all types of personal lines policies including auto, home/renters, umbrella, flood, recreational vehicles, etc..
- Ability to navigate multiple carrier platforms in an independent insurance environment (working with over 100 carrier partnerships) and determine carrier guidelines/procedures to accurately process or communicate servicing needs
- Make outbound calls to complete customer or carrier insurance requests
- Demonstrate accuracy in processing client modifications based on data given
- Manage call metrics which include (but not limited to) call quality, average handle time, availability, hold times, as set by department standards
- Prioritizes and manages workflow to ensure efficient, timely, and accurate process of transactions while adhering to the standard operating procedures
- Accurately document all transactions
Additional responsibilities (marginal job functions):
- Cooperate purposefully in coaching conversations, side-by-side observations, and goal setting to meet individual and department standards
- Attend regular process/refresher trainings, team trainings and meetings as requested
- Participate in individual development programs and required developmental action plans
- Assist in additional projects as requested
- Identify process changes to improve quality or efficiencies
- Knowledge, skills, abilities (KSA)
Required:
- Must obtain a Property and Casualty insurance license within 90 days of employment (company will facilitate)
- Minimum of 3 years customer service experience
- Minimum of 2 years call center experience answering a high volume of calls adhering to call center metrics
- Must demonstrate excellent customer service skills, the ability to manage a volume of calls, and effectively troubleshoot difficult calls/situations
- Effectively communicate both orally and in written form. This includes the ability to clearly articulate, interpret and summarize information to present to a customer
- Ability to multi-task (effectively processing tasks in-between calls, ability to talk and type simultaneously)
- Ability to type at least 45 words per minute (WPM)
- Excellent attention to detail
- Ability to work independently and with a remote working team
- Experience working with Microsoft products including outlook and excel
Preferred:
- Associates degree
- Valid Property and Casualty Insurance license
- Experience working within personal lines insurance industry and in an inbound call center environment
- Experience working in an independent agency environment including navigating multiple carrier platforms, rating systems, and management systems
- This role is fully remote
Job Type: Full-time
Pay: $17.00 - $19.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- On-the-job training
- Paid time off
- Professional development assistance
- Vision insurance
- Work from home
Experience level:
- 2 years
Shift:
- Day shift
- Evening shift
Weekly day range:
- Monday to Friday
Work setting:
- Call center
Ability to commute/relocate:
- Austin, TX 78705: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Do you have property and casualty insurance license?
Work Location: Hybrid remote in Austin, TX 78705
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