Insurify

Customer Service Representative

Insurify

full-time

Posted on:

Origin:  • 🇺🇸 United States • Alabama, Arizona, California, Colorado

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Job Level

Mid-LevelSenior

About the role

  • Expertly assess and evaluate the best path of resolution for customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring that customers receive timely and effective solutions.
  • Contribute to a smooth and successful customer experiences through the coordination of onboarding documents (insurance policies, supporting documentation) needed for sale finalization
  • Apply problem-solving skills and understanding of insurance industry workflows to navigate complex situations, ensuring that customers receive the best possible outcomes
  • Ensuring the information is accurate and verifying customers' coverage. Often may need to deliver proof of insurance paperwork and resolve billing and general issues to ensure customer satisfaction.
  • Assist in the development of new processes for the onboarding and retention of customers. Provide feedback for improvements of existing processes.
  • Play a crucial role in resolving carriers and customers complaints by presenting well-considered solutions and alternatives within the timeframes set, and follow up to ensure that any issue has been fully resolved.
  • Ensure no client is overlooked by entering into carrier portals and pulling lists of clients and initiating timely follow-ups. Proactively educate customers on how to avoid potential policy interruptions and premium increases, helping them to maintain stable and affordable coverage.

Requirements

  • Experience in Customer Support via phone, email and chat.
  • Excellent communication skills.
  • Phenomenal phone skills.
  • Well-organized and self-driven.
  • Licensed in Property & Casualty Insurance preferred
  • Bilingual is a plus.
  • Must be located in one of the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IA, KS, MD, MA, MI, MN, MO, MT, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA