Insurance Customer Service Representative
Entrata
full-time
Posted on:
Location Type: Hybrid
Location: Lehi • Utah • United States
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Salary
💰 $17 - $27 per hour
About the role
- Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies
- Proactively engage in cross-selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations
- Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service
- Collaborate with internal teams to escalate and resolve more complex issues under supervision
- Maintain accurate customer records, ensuring all interactions and policy updates are properly documented
- Follow established procedures and guidelines to ensure compliance with state and federal regulations
- Support senior team members in handling projects and assignments, contributing to team goals
- Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
- Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings
- Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions
Requirements
- Basic understanding of insurance industry practices and concepts
- Proficiency in using computer applications for data entry and record-keeping
- Strong written and verbal communication skills
- Ability to follow standard instructions and established processes
- Demonstrated problem-solving skills within a limited scope
- Detail-oriented approach to completing tasks accurately
- Collaborative mindset for effective teamwork
- Eagerness to learn and develop competence
- Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations
Benefits
- Flexible and transparent culture with remote and hybrid work options
- Generous vacation time and frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
- HSA/FSA options and employer-paid disability benefits provided for eligible employees.
- Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
- Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, gym memberships, mental health resources, wellness challenges, and employee assistance programs.
- Entrata Cares programs offers opportunities for volunteerism, charity events, and giving back to our community.
- Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
- Bi-annual swag drops for employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryrecord-keepingproblem-solvingpolicy updatesclaims inquiries
Soft Skills
communication skillsdetail-orientedcollaborative mindsetcustomer satisfactioneagerness to learn