Licensed Customer Service Representative

About the role

The future is bright for the Porch Group, and we’d love for you to be a part of it as our Licensed Customer Service Representative, HOA. Homeowners of America - is a nationwide insurance broker that’s laser-focused on customer satisfaction. We were founded as a subsidiary of Porch Group and our mission is to make it fast and easy to find the best insurance for your needs and budget. Think of us as an insurance concierge, where we do the comparison shopping for you. You can shop online anytime or call us to get quotes from high-quality carriers like Progressive, Safeco, Nationwide, Travelers, and more. We offer home, auto, flood, and umbrella coverage, along with a variety of money-saving bundling options.

Responsibilities

• Answer incoming calls and respond to customer questions regarding policies and billing and/or forward call to appropriate personnel as needed
• Understand and comply with the assigned level of authority taking payments and mortgage verifications
• Research customer inquiries and respond to appropriate parties in a timely manner
• Process calls in a manner that ensures service levels are met or exceeded
• Process requests within authority level and properly document files
• Interface with team members, management, and customers in reference to customer service issues
• Recognize when to refer callers to underwriters and ability to do so in a timely manner
• Manage large volume of inbound and outbound calls
• Provide accurate, valid and complete information by using the right methods/tools
• Follow communication procedures, guidelines and policies

Requirements

• One or more active license in Property & Casualty
• 2+ years of customer service in a call center environment
• Strong attention to detail and good decision-making skills
• Proven business and analytical problem-solving skills
• Product knowledge of Property and Casualty Insurance
• Gather and analyze information skillfully
• Ability to learn and properly process information with Company specific software
• Ability to follow policies and procedures
• Ability to maintain confidentiality
• Demonstrated ability to effectively manage difficult or emotional customer situations
• High school diploma or general education degree (GED)
• 2+ years of Property and Casualty Insurance experience and/or training; or equivalent combination of education and experience
• Insurance experience, preferably with an insurance agency or direct carrier
• Experience with homeowners' insurance preferred
• Bilingual in Spanish preferred

Qualifications

• Regular, predictable attendance
• Able to adapt to change
• A positive attitude and takes pride from doing great work
• Self-motivated with a desire to succeed

Benefits

• Pay Range: $54,000 - $75,600 Annually
• Comprehensive coverage for your health, life, and financial wellbeing
• Traditional healthcare benefits including three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose
• Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis
• Pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options
• Company paid Basic Life and AD&D, Short and Long-Term Disability benefits
• Voluntary Life and AD&D plans
• Traditional and Roth 401(k) plans are available with a discretionary employer match
• Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation
• Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes
• LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more
• Wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs

Pay

Pay Range: $54,000 - $75,600 Annually

Schedule

Remote