Customer Intake Specialist - Insurance - Remote - San Francisco, CA
About the position
This is an exciting opportunity for a driven individual looking for career growth in the insurance industry! We are seeking a vibrant and client-focused Customer Intake Specialist to be the first point of contact. This technology-driven insurance agency is in growth mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to the agency's success, this is a great opportunity for you!
Responsibilities
ā¢ Responsible for representing the agency professionally and maintaining a high-level customer experience.
ā¢ Directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
ā¢ Comfortable entering important data while speaking with clients.
ā¢ Communicate and assist with answering a high volume of phone calls.
Requirements
ā¢ Administrative, client-facing, or call center experience
ā¢ Strong communication and client service skills
ā¢ Proficient in Microsoft Office or willing to learn and be trained on new software systems
Nice-to-haves
ā¢ Insurance brokerage, retail, and/or wholesaler experience is a plus!
ā¢ Bilingual in Spanish is a plus!
Benefits
ā¢ Bonus opportunities!
ā¢ Company equipment provided
ā¢ Medical, dental, and vision coverage
ā¢ Paid time off and paid company holidays
ā¢ Great training and a dedicated leadership team
Apply tot his job
Apply To this Job
This is an exciting opportunity for a driven individual looking for career growth in the insurance industry! We are seeking a vibrant and client-focused Customer Intake Specialist to be the first point of contact. This technology-driven insurance agency is in growth mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to the agency's success, this is a great opportunity for you!
Responsibilities
ā¢ Responsible for representing the agency professionally and maintaining a high-level customer experience.
ā¢ Directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
ā¢ Comfortable entering important data while speaking with clients.
ā¢ Communicate and assist with answering a high volume of phone calls.
Requirements
ā¢ Administrative, client-facing, or call center experience
ā¢ Strong communication and client service skills
ā¢ Proficient in Microsoft Office or willing to learn and be trained on new software systems
Nice-to-haves
ā¢ Insurance brokerage, retail, and/or wholesaler experience is a plus!
ā¢ Bilingual in Spanish is a plus!
Benefits
ā¢ Bonus opportunities!
ā¢ Company equipment provided
ā¢ Medical, dental, and vision coverage
ā¢ Paid time off and paid company holidays
ā¢ Great training and a dedicated leadership team
Apply tot his job
Apply To this Job