Client Success Representative (P&C Insurance)
The Phoenix Insurance is an Independent Property & Casualty Insurance Agency that advises clients on complex risks. They are seeking a Client Success Representative who is detail-oriented and analytical, responsible for providing excellent customer service and managing client data accurately.
Responsibilities
- Answers a high volume of phone calls daily
- Processes changes to active policies
- Provide 5-star customer service by addressing client concerns, answering questions, and offering tailored solutions
- Enters client data into insurance quoting systems, keeping data accurate
- Review insurance policies and contracts meticulously to ensure compliance and accuracy
- Follow established workflows and contribute to process improvements
Skills
- 0-2 years of Customer Service Experience in the Property & Casualty Insurance Industry, preferably in an independent agency
- Active Property and Casualty license
- Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes
- Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively
- Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary
- Excellent communication skills
- Well-organized with good follow through to completion
- Proficient in Microsoft Outlook, Excel, and Word
- Proficient in Adobe Reader/Acrobat
- Able to adapt and learn new, web based, computer software programs
- Property & Casualty insurance: 1 year
- Property & Casualty License
Benefits
- 401(k) with company match
- Continuing education program
- Dental insurance
- Disability & Life insurance
- Employee assistance program
- Health insurance
- Identity theft protection
- Legal insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Telehealth and Teletherapy
- Vision insurance
- Volunteer time off
Company Overview