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Customer Service Representative
Veracity Insurance Solutions, LLCCustomer Service Representative providing customer support for small business owners in insurance through multi-channel communication. Responsible for documenting customer interactions and resolving inquiries efficiently.
About the role
Key responsibilities & impact- Provide excellent customer service through phone, email, chat, or other contact methods, while communicating clearly and professionally
- Thoroughly and accurately document all customer accounts immediately after any action
- Effectively use job tools and job aids, applying basic troubleshooting steps to resolve customer inquiries before escalating.
- Assist with simple certificate requests and manage email inboxes
- Self-manage tasks, taking initiative and working independently with minimal supervision to ensure optimal service
- Adapt quickly to shifting customer needs and channel demands, while demonstrating empathy in every customer interaction
- Provide frontline feedback on recurring customer pain points to improve processes and AI responses
- Required to perform other duties as requested, directed, or assigned
Requirements
What you’ll need- High school diploma or equivalent required
- 2+ years’ experience in customer service, preferably in a call center or service-focused environment
- Ability to obtain and maintain a Property & Casualty (P&C) insurance license
- Ability to adapt to changing customer needs and multiple communication channels
- Strong problem-solving skills to troubleshoot issues before escalation
- Strong written and verbal communication skills
- Proficiency with common customer service software and systems, such as CRM tools
- Strong time management and multitasking abilities to handle multiple customer interactions and tasks efficiently
- Comfortable using AI-enabled support tools (e.g., chatbots, AI knowledge bases, or generative AI assistants) to help find information and draft customer responses, with a willingness to learn and follow company guidelines
Benefits
Comp & perks- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistance programs for support in a healthy personal and work life
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
Customer ServiceTroubleshootingDocumentationMultitaskingCertificate Management
Soft Skills
EmpathyInitiativeAdaptabilityIndependenceClear Communication
Certifications
Property & Casualty Insurance License