Customer Service Representative

Overview

Insurify is seeking a Customer Support professional to handle inbound inquiries and assist with onboarding, validation of coverage, and issue resolution to ensure customer satisfaction. This role requires strong communication and problem-solving skills, and knowledge of insurance workflows.

• Assess and resolve customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring timely 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 workflows to navigate complex situations and achieve best outcomes for customers.
• Verify information and customers  coverage; deliver proof of insurance paperwork as needed and resolve billing and general issues to ensure satisfaction.
• Assist in developing new processes for onboarding and retention; provide feedback for process improvements.
• Resolve carrier and customer complaints by presenting well-considered solutions within set time frames and follow up to ensure complete resolution.
• Enter clients into carrier portals, pull lists, initiate timely follow-ups, and 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.
• Property & Casualty Insurance license preferred.
• Bilingual is a plus.
• Must be located in one of the specified 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

Insurify is an Equal Employment Opportunity and Affirmative Action employer.