AIS Insurance

Insurance Customer Relations Specialist

AIS Insurance

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $39,531 - $69,051 per year

Job Level

Junior

About the role

  • Provide an excellent customer experience by building rapport, gathering information, and create a positive high-level customer experience in a fast-paced structured environment
  • Answer incoming customer calls to service and maintain existing accounts
  • Offer and educate customers regarding insurance needs and provide estimates to the customer to increase or add coverage
  • Research, analyze and respond to customer policy inquiries and changes, as well as explain specific coverage and billing questions
  • Quote additional lines of insurance, prepare and complete insurance applications, as well as follow up on necessary information
  • Meet pre-defined individual performance objectives based on productivity and customer satisfaction

Requirements

  • Excellent verbal and written communication skills
  • Knowledge of multiple insurance carriers preferred
  • Knowledge of multiple state insurance regulations preferred
  • Multi-tasking ability, detail oriented and exceptional organizational skills
  • Strong interpersonal skills, a team player and the ability to empathize with customers
  • Solid computer and typing skills; PC literate in a Windows environment
  • Ability to navigate and toggle between multiple systems, simultaneously, including computerized data entry system, other relevant quoting and insurance applications, and communication platforms
  • Strong problem resolution skills
  • Bilingual Spanish a plus
  • High School diploma or its equivalent
  • Bachelor's degree a plus
  • Active Resident Property & Casualty Insurance Producer license
  • 1+ years customer service experience in the insurance or related industry
Benefits
  • Competitive compensation
  • Flexibility to work from anywhere in the United States for most positions
  • Paid time off (vacation time, sick time, paid Company holidays, volunteer hours)
  • Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
  • Medical, dental, vision, life, and pet insurance
  • 401 (k) retirement savings plan with company match
  • Professional development & promotional opportunities
  • Education assistance and training programs
  • Company recognition program
  • Mental wellbeing and caregiver support resources
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance applicationscustomer policy inquiriesdata entryinsurance quotingbilling questionscoverage estimatesinsurance regulationscustomer service
Soft Skills
verbal communicationwritten communicationmulti-taskingdetail orientedorganizational skillsinterpersonal skillsteam playerempathyproblem resolution
Certifications
Resident Property & Casualty Insurance Producer licenseHigh School diplomaBachelor's degree