Provide an excellent customer experience by building rapport, gathering information, and create a positive high-level customer experience in a fast-paced structured environment
Answer incoming customer calls to service and maintain existing accounts
Offer and educate customers regarding insurance needs and provide estimates to the customer to increase or add coverage
Research, analyze and respond to customer policy inquiries and changes, as well as explain specific coverage and billing questions
Quote additional lines of insurance, prepare and complete insurance applications, as well as follow up on necessary information
Meet pre-defined individual performance objectives based on productivity and customer satisfaction

Excellent verbal and written communication skills
Knowledge of multiple insurance carriers preferred
Knowledge of multiple state insurance regulations preferred
Multi-tasking ability, detail oriented and exceptional organizational skills
Strong interpersonal skills, a team player and the ability to empathize with customers
Solid computer and typing skills; PC literate in a Windows environment
Ability to navigate and toggle between multiple systems, simultaneously, including computerized data entry system, other relevant quoting and insurance applications, and communication platforms
Strong problem resolution skills
Bilingual Spanish a plus
High School diploma or its equivalent
Bachelor's degree a plus
Active Resident Property & Casualty Insurance Producer license
1+ years customer service experience in the insurance or related industry

Competitive compensation
Flexibility to work from anywhere in the United States for most positions
Paid time off (vacation time, sick time, paid Company holidays, volunteer hours)
Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
Medical, dental, vision, life, and pet insurance
401 (k) retirement savings plan with company match
Professional development & promotional opportunities
Education assistance and training programs
Company recognition program
Mental wellbeing and caregiver support resources

Insurance Customer Relations Specialist

Key skills