Remote P&C Licensed Insurance CSR

Key Responsibilities

• Provide price quotes on all insurance products that factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale.
• Rewrite and reinstate insurance policies according to underwriting and business rules.
• Complete membership and/or insurance applications, endorsements, and change forms (e.g., address change, etc.) as necessary.
• Accept & process payments at the point of sale.
• Make outbound follow-up calls to customers in response to questions or complaints.
• Correspond with and respond to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems, and cancellations, as well as obtain and verify payments and other types of information.
• Provide efficient processing of customer policies, endorsements, and status and coverage changes.
• Assist agents in resolving technical and business-related issues.
• May assist other Customer Interaction Centers (e.g., Emergency Road Service, Claims, Membership, Travel, etc.) in servicing members and/or customers when necessary to ensure quality service goals are met.

Qualifications

• Required Education: High School Diploma or equivalent (GED).
• Experience: Providing a high level of customer-focused service.
• Navigating through a PC Windows environment, including accessing information from multiple applications.
• Managing and navigating multiple sources of information and applying them as needed.
• Performing monetary transactions (e.g., entering key data into the cash terminal, adjusting account balances, etc.).
• Cross-selling Certifications / Licensure: Current Property & Casualty Insurance license. May be required to attain and maintain state membership licenses as appropriate by the department.
• PREFERRED: College-level coursework, certification, or equivalent (i.e., relevant continuous learning).
• Demonstrate the ability to manage concurrent customer interactions across chat, voice, and email platforms, prioritizing tasks while delivering a seamless and consistent customer experience.
• Willingness and ability to work extended/irregular hours, including weekends/holidays.