Agent Success Specialist (P&C Licensed)

๐ŸŒ Remote, USA ๐ŸŽฏ Full-time ๐Ÿ• Posted Recently

Job Description

Position Overview:
At Delos Insurance Solutions, we are seeking a dedicated and licensed insurance professional to join our team as a Customer Service Representative. The ideal candidate will hold a California Property & Casualty Insurance License and possess previous experience in customer service within the insurance industry. In this role, you will play a crucial part in our mission to redefine property insurance in wildfire-prone regions, offering unparalleled service to our valued customers.

Key Responsibilities:
Deliver top-tier, unscripted white-glove service via phone, email, and chat.
Proficiently navigate carrier websites, HubSpot CRM, SMS, and other omnichannel functions.
Tactfully handle conflict resolutions and expertly de-escalate client situations.
Establish and nurture positive client relationships, ensuring all inquiries, cancellations, and confirmations are adeptly managed.
Document daily challenges and corrective actions in the call-center database.
Use insights from call-center data to suggest continuous improvement strategies.

Role Objectives:
Uphold Delos' unparalleled standard of client service and support.
Drive continuous process enhancements using feedback and data.
Cultivate a thorough knowledge of our insurance products to serve clients effectively.

Qualifications:

Minimum of 3 year of insurance customer service experience required.
Active Property & Casualty (P&C) insurance producer license required in any U.S. state.
If not currently licensed in California, candidates must be eligible to obtain and maintain a Californian-resident insurance license within 90 days of hire.
Technical proficiency with platforms such as Slack, Gmail, G-Suite, Adobe Acrobat, Microsoft 365, HubSpot CRM, Zoom, and more.
Stable High-Speed Internet connection suitable for VOIP.
Quiet Work-from-Home setup.
Genuine passion for customer service and effective interpersonal skills.
Physical capabilities: Regular keyboarding, sharp vision, and ability to communicate using a headset.

Key Attributes:
A blend of professionalism and punctuality.
Self-driven with a collaborative mindset.
Adept problem-solving abilities.
An optimistic, proactive demeanor coupled with a strong sense of responsibility.

Compensation and Benefits:
ยท Competitive salary plus equity stock options
ยท Flexibility to work from anywhere in the United States
ยท Unlimited PTO, including sick leave and company holidays
ยท Comprehensive medical, dental, vision, and life insurance (25% paid by employee, 75% covered by Delos including dependents)
ยท 401(k) retirement savings plan
ยท Professional development opportunities and tuition assistance

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