Licensed Customer Service Representative, Protect

The role:

We are looking for licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you.

What you’ll do: 

• Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
• Respond quickly to customer needs helping to resolve inquires quickly and efficiently
• Help collect post-bind documentation to ensure customer policies are handled properly
• Navigate 20+ carrier portals to adjust coverages with high accuracy
• Receive customer service inquiries from a variety of sources helping our agents focus on selling
• Monitor the book of business to identify retention opportunities
• Review renewals to ensure customers have the most up to date information
• Identify cross-sell opportunities and help close any coverage gaps.

We are a small team looking for someone who wants to be collaborative, identify problems, and have a voice in making the business better.

What you’ll need:

• 2+ years of experience selling Property & Casualty Insurance 
• Must have valid state active licenses in Property & Casualty or Personal Lines insurance
• Excellent written and verbal communication skills 
• Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals are highly preferred
• Ability to multitask and stay organized to meet deadlines on time 
• Ability to analyze members' needs and provide a tailored insurance solution 
• Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving 

Nice to have:

• Independent agency experience working with broad range of insurance carriers
• Life insurance experience