Customer Service Representative

Veracity Insurance Solutions, LLC is an independent insurance partner focused on helping small business owners thrive through expert guidance and insurance policies. The Customer Service Representative provides accurate, timely, and high-quality support across phone, email, chat, and other channels while documenting customer accounts, resolving inquiries, coordinating with internal teams, and adapting to changing priorities.

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