Experienced Retail Customer Service Representative (Remote) – Insurance Industry

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

At careerzynith, we're redefining the insurance landscape by providing expert guidance and best-in-class insurance policies to small business owners. Our commitment to transparency, trust, and growth drives innovation, and we're looking for talented individuals to join our team.

*A Culture of Empowerment**

careerzynith is a unique insurance partner that operates independently, free from outside investors, venture capital, or corporate pressures. Our culture is built on empowerment, accountability, and a relentless pursuit of excellence. We believe that our small business owners deserve expert guidance and personalized support, and we're dedicated to delivering exceptional results.

*Join Our Team**

We're growing rapidly, and we're looking for a skilled Retail Customer Service Representative (CSR) to join our team. As a CSR, you'll provide exceptional customer service, administrative support, and operational assistance to internal team members. Under the direction of the Retail Operations Manager, you'll be responsible for a range of tasks, including:

*Key Responsibilities**

Respond to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
Issue certificates of insurance (COIs) and assist clients with policy audits or disputes
Provide timely correspondence to carriers, brokers, and agents regarding policies and client requests
Handle phone coverage and manage email correspondence across sales, support, and certificates
Prepare and distribute required documents, including quotes, invoices, affidavits, and policy-related forms
Maintain accurate data records in the management system, adhering to processes and naming conventions
Organize tasks efficiently to meet deadlines, notifying management of potential delays or challenges
Perform general clerical duties and adhere to departmental best practices
Support the team's efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
Manage leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
Oversee the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
Support team operations by preparing and distributing documents related to new and renewal business
Conduct research and resolve issues related to invoicing, reconciliation, and payment processes
Collaborate with team members during meetings to improve workflows and processes

*Requirements and Qualifications**

High School Diploma
Active Property & Casualty License
2+ years of Independent Insurance Agency in CSR or administrative support experience and data entry
Broad understanding of Commercial Insurance Policies
Experienced with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
Familiar with agency management systems and tools (ie: AMS 360 (preferred), Applied Epic, Hawksoft) and phone systems
Familiar with HubSpot (CRM) is a plus

*Perks and Benefits**

Health, dental, and vision plans
Amazing work-life balance with 4 weeks of Paid Time Off
9 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistant programs for support in a healthy personal and work life

*Why careerzynith?**

Here at careerzynith, you'll be part of a team of trailblazers and visionaries who are redefining the insurance landscape. We're not just revolutionizing the way people "do" insurance; we're creating a whole new paradigm. Our vibrant and inclusive workplace prioritizes growth and development, and we offer:

Groundbreaking projects that are reshaping the insurance landscape
Collaboration with a group of dedicated, like-minded professionals
A culture that prioritizes growth and development

*Compensation Range**

$21/hr - $25/hr

*Equal Opportunity Employer**

careerzynith is proud to be an equal-opportunity employer. We're committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.