Veracity Insurance Solutions, LLC is an independent insurance partner dedicated to empowering small business owners. They are seeking a detail-oriented Customer Service Representative responsible for delivering high-quality support and ensuring a positive customer experience across various communication channels.
Responsibilities:
- 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:
- 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