Licensed Customer Service Agent, Multi-Carrier or Brokerage Experience

📋 Description

• Interacting with policyholders to resolve issues and answer questions
• Collaborate with lenders and partners to assist customer requests
• Create or update policies for customers
• Process policy changes across multiple carrier systems
• Request documentation to keep policies active with carriers
• Assist non-licensed teams with customer and sales requests

🎯 Requirements

• 1+ year brokerage insurance experience with call center (remote preferred)
• Holds an active Personal Lines or Property and Casualty Insurance license
• Superior people skills and a strong empathetic nature
• Ability to de-escalate and resolve customer concerns by phone
• Superb attention to detail
• Willing to learn new skills and use tools like G-Suite, Slack, Zoom and EZLynx
• Flexible, coachable, and able to tackle problems independently
• Highly organized and able to manage multiple tasks/follow-ups with customers

🎁 Benefits

• Medical, Dental, Vision, Life and Disability Insurance
• 401K with company match up to 4%
• RSUs and equity as part of compensation
• 11 days PTO and 7 days sick leave plus 8 holidays
• Paid parental leave: 14 weeks birthing, 8 weeks non birthing