Experienced Retail Customer Service Representative (Remote) – Insurance Industry
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.
**Accommodation**
If you need accommodation, please let us know during the interview process.
**Apply Now**
Ready to join our team of trailblazers and visionaries? Apply now and take the first step towards a career that's shaping the future of insurance!
Apply for this job
**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.
**Accommodation**
If you need accommodation, please let us know during the interview process.
**Apply Now**
Ready to join our team of trailblazers and visionaries? Apply now and take the first step towards a career that's shaping the future of insurance!
Apply for this job