Job Summary
The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner.
Duties and Responsibilities:
· Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions.
· Demonstrate a strong understanding of company procedures, processes, tools, and systems.
· Take full ownership of customer accounts during the review and servicing process.
· Maintain accurate internal records by archiving all necessary documentation and evidence.
· Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features.
· Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner.
· Request, track, and follow up on any missing or required information from customers.
· Provide accurate quotations, pricing details, and policy information to new and existing customers.
· Successfully complete the sales process in accordance with the company's regulatory requirements.
· Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards.
Job Requirements
· High school diploma or equivalent required.
· Active insurance license (Property & Casualty)
· Bilingual skills are a plus (Spanish/English preferred).
· Ability to learn and apply insurance guidelines, processes, and systems.
· Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism.
· Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition
· Time-management skills
· Customer-focused mindset with strong problem-solving skills
· Previous customer service experience preferred.
· Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score.
Work Environment & Schedule
· Standard schedule: Monday–Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring.
· In-office position and require on-site attendance for all scheduled shifts for Arizona.
· Remote position available for out-of-state applicants only, and this position requires
the schedule to accommodate Arizona time.
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