Location: Chicago • Arizona, District of Columbia, Florida, Illinois, Louisiana, Massachusetts, Missouri, Montana, New Hampshire, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Wisconsin • 🇺🇸 United States
Resolve insurance requests quickly and accurately for our current clients through Salesforce cases, incoming phone calls, and other sources of customer requests
Deliver top tier customer experience with every interaction
Work closely with current customers to educate them on the benefits of our programs and products while ensuring all accounts are serviced appropriately
Work closely with referral sources and carrier contacts to successfully deliver for our customers
Adhere to our processes related to customer follow up and data gathering
Maintain the existing culture predicated on motivation and positive reinforcement while upholding a standard of accountability to self, team and company
Complete other duties as assigned
Requirements
4+ years working in insurance
2+ years in a customer service role
Spanish fluency desired
Fearlessness and adaptability in a fast-moving, ever changing environment and a strong ability to multi-task
Detail orientation in everything you do: there is a lot of customer and policy information flying by you – having a keen eye here is essential
Ability to demonstrate how to prioritize competing demands while managing your time effectively
Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression
Experience and comfort using a variety of software tools from Salesforce, Excel and G Suite , to include but not limited to policy management and accounting systems
Personal standard for excellence: Strong process orientation and interest in finding better ways to do things
Positive "can do" attitude and a desire to contribute to a growing, energetic work environment
An active Property & Casualty insurance license is required before starting.
Benefits
Comprehensive health, dental, vision and life insurance
Flexible paid time off including 12 week Paid Parental Leave
Retirement savings plan with company match
Equity participation opportunities
Monthly stipends to support a healthy lifestyle and learning and development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.