Distinguished Programs

Client Services Advocate

Distinguished Programs

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $45,000 - $55,000 per year

About the role

  • Serves as primary service contact to ensure superior customer experience & manage inbound emails and phone calls to resolve inquiries and troubleshoot.
  • Provide best in class customer service to internal and external customers, executing follow-through to achieve first contact resolution and improve next call avoidance.
  • Maintain a knowledge base of general insurance concepts and terms and understand strategy, territory appetite and key agent partners to achieve growth and profitability goals.
  • Assist in recommendations and enhancements to continually improve the customer experience (workflow, systems, knowledge) to increase efficiency and minimize misdirected calls and emails.
  • Supports renewal activities; renewal issuance, endorsement/document request, claim reviews, file documentation, handles legal notice requests and inquiries and evaluation of loss control reports.
  • Updates work management system statuses throughout the cycle of the policy and monitors work in queue & maintain diligent record keeping of disposition of inbound inquiries.
  • Cultivates strong business relationships (internal and external) by proactively communicating and conveying ownership and commitment & building report, credibility, and trust.
  • Demonstrates working knowledge of underwriting systems, workflows, procedures, and compliance rules and underwriting guidelines.

Requirements

  • Minimum of 2 years' experience in a customer service or support role in commercial/personal lines.
  • Bachelor’s degree or equivalent combination of education and experience.
  • Property and Casualty insurance license preferred (6 months preparation time permitted).
  • Strong attention to detail, time management and decision-making skills.
  • Ability to work effectively independently and within a collaborative team-oriented environment using sound judgment in decision-making.
  • Excellent communication skills, both verbal and written, including the ability to listen and then to respond appropriately.
  • Customer Service Oriented!
  • Promote teamwork and organizational success, while accepting accountability and ownership, celebrating successes, and learning from past mistakes.
  • Must be self-driven, detail-oriented, comfortable in a growing ever-changing organization, and have strong organizational skills including time-management and prioritization.
  • Some travel may be required sometimes.
Benefits
  • Summer Fridays (Leave at 2:00PM all Fridays from Memorial Day to Labor Day).
  • Great healthcare coverage including Medical, Vision, and Dental.
  • 401k with company match. Immediately 100% vested.
  • Life, AD&D, Critical Illness, Accident, and Disability (short-term & long-term) insurance.
  • Growth and development opportunities.
  • Work-Life Balance and wellness benefits with generous time off policy including PTO and paid holidays.
  • Dependent Care FSA, Healthcare FSA, Virtual Telemedicine, Employee Discount Programs, Paid Parental Leave, HSA, HRA, Commuter/Transit FSA, and a Sabbatical every 7 years.
Applicant Tracking System Keywords

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

Hard Skills & Tools
customer serviceinbound call managementemail troubleshootingknowledge base maintenanceworkflow improvementrenewal issuanceclaim reviewsrecord keepingunderwriting systemscompliance rules
Soft Skills
attention to detailtime managementdecision-makingcollaborative teamworkcommunication skillsownershipaccountabilitytrust buildingproactive communicationadaptability
Certifications
Property and Casualty insurance license