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About the role
Key responsibilities & impact- Engage with members via phone, email, and other channels to assist with quotes, new policies, billing inquiries, underwriting questions, and policy changes.
- Build rapport and trust by asking thoughtful questions, understanding member needs, and offering accurate solutions to minimize transfers and escalations.
- Process insurance transactions such as endorsements, cancellations, and coverage updates while ensuring compliance with industry regulations and internal policies.
- Collaborate with insurance carriers and internal teams to resolve issues and provide timely, accurate information.
- Maintain required certifications and actively pursuing opportunities to grow product knowledge.
- Meet performance metrics related to service quality, responsiveness, and member satisfaction.
Requirements
What you’ll need- High School diploma or GED required; some college degree preferred.
- At least 6 months of customer service experience required (healthcare, retail, hospitality, food and service industry); some contact center experience is a plus.
- Strong written and verbal communication skills with a professional and empathetic tone.
- Ability to multitask across multiple applications while maintaining focus and accuracy.
- Must have an Active Property & Casualty or Personal Lines license
- Typing speed of 20 WPM with 90% accuracy.
- Solid understanding of insurance compliance and regulatory standards.
- Strong research and internet skills; quick learner across various subjects and systems.
- Basic technical troubleshooting skills and comfort with digital tools.
Benefits
Comp & perks- Medical, Dental & Vision Coverage with multiple plan options
- Telemedicine & Mental Health Support for convenient care
- Paid Time Off (PTO) that grows with your tenure
- 401(k) with Company Match to help you plan for the future
- Employee Assistance Program (EAP) with free counseling and wellness resources
- Company-Paid Life & Disability Insurance for added peace of mind
- Tuition-Free Business Degrees through Rochat School of Business for employees and eligible family members
- Voluntary Benefits including accident, critical illness, hospital coverage, and more
- Additional Perks like legal assistance, identity protection, and pet insurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Insurance Transactions ProcessingTyping Speed of 20 WPMBasic Technical TroubleshootingResearch SkillsDigital Tools Proficiency
Soft Skills
Empathetic CommunicationRapport BuildingAttention to Detail
Certifications
Property & Casualty LicensePersonal Lines License
