Duties:
-
Serve as the first point of contact, providing top-notch support via phone and email to insured clients, lenders, and agents
-
Assist with a variety of policy service needs, including billing questions, document requests, and policy updates
-
Process transactions accurately across multiple insurance carrier platforms while keeping our CRM (Salesforce) up-to-date
- Tackle essential administrative and clerical tasks to ensure seamless policy servicing from start to finish
-
1+ year of experience in a customer-facing role where communication is key
-
Fast learner who’s confident juggling multiple tools and systems
-
A plus: Previous experience in insurance, financial services, or a similar industry
-
Working knowledge of Salesforce or other CRM platforms a plus
- A natural problem-solver who’s committed to seeing issues through to resolution
