Customer Service Representative

Why us?

• Insurify is one of America s fastest-growing MIT Fin Tech startups and has been recognized on Inc. 5,000 s fastest-growing private companies lists for 2021–2025.
• Forbes Fintech 50 List for 2023, 2022, and 2021;
  Forbes Next Billion Dollar Startups of 2022;
  Global recognition as a Top 100 Insur Tech company.
• We are changing the way millions of people compare, buy and manage insurance with artificial intelligence, technology, and superior product design.
• Our vision is to be recognized as the preeminent and most trusted digital agent for insurance comparison, purchase, and management. Our team and culture are essential to achieving this vision.

• Expertly assess and evaluate the best path of resolution for customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring customers receive timely and effective solutions.
• Coordinate onboarding documents (insurance policies, supporting documentation) needed for sale finalization to support a smooth customer experience.
• Apply problem-solving skills and understanding of insurance industry workflows to navigate complex situations and deliver the best possible outcomes for customers.
• Verify information and coverage accuracy; deliver proof of insurance paperwork and resolve billing and general issues to ensure customer satisfaction.
• Assist in developing new processes for onboarding and retention; provide feedback to improve existing processes.
• Resolve carrier and customer complaints by presenting well-considered solutions and alternatives within required time frames and follow up to ensure full resolution.
• Ensure no client is overlooked by entering data into carrier portals, pulling lists of clients, and initiating timely follow-ups; educate customers on avoiding policy interruptions and premium increases.

• Experience in customer support via phone, email, and chat.
• Excellent communication skills; strong phone skills.
• Well-organized and self-driven.
• Licensed in Property & Casualty Insurance preferred.
• Bilingual is a plus.
• Residence in one of the following states: AL, AR, AZ, CO, FL, GA, IA, IL, MA, MI, MN, MO, NC, NH, NJ, NY, OH, PA, RI, TN, TX, UT, VA, VT.

• Competitive compensation
• Health and dental coverage
• 401(k) plan with match
• Paid family leave

We are proud to be an Equal Employment Opportunity and Affirmative Action employer.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Other
• Industries:
  Technology, Information and Internet