Insurance Agent
Listed on 2026-05-30
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Customer Service/HelpDesk
Customer Service Rep, Bilingual, HelpDesk/Support, Customer Success Mgr./ CSM
Responsibilities
Responds to internal and external inquiries within stated service level agreements.
Manage inbound and outbound contacts regarding member questions, customer complaints, products, warranties, and general customer inquiries in accordance with quality and processing guidelines.
Analyze, research, and resolve problems and discrepancies for member accounts.
Maintain product knowledge and awareness of customer service policies.
Maintain understanding of federal and state regulations to include compliance.
Participate in solution innovation, sales, and retention efforts with current and new clients.
Engage in warm sales calls to potential customers, providing exceptional customer service and building rapport.
Utilize expertise to educate customers about pet insurance products and help them choose the right coverage.
Use policy administration systems and quoting tools to provide quotes, conduct policy changes, and take payments accurately and efficiently.
Manage customer relationships using CRM software.
Adapt to telephony systems for effective communication.
Be comfortable on the telephone for extended periods, managing a high volume of customer interactions.
Have excellent verbal and written communication skills.
Available to work one Saturday per month.
Bilingual (Spanish) preferred.
Performs other duties as assigned.
Experience:
2 years relevant experience.
Education:
None.
Licenses/Certifications:
Must have and maintain Property & Casualty License or obtain within 45 days of hire.
- Comprehensive full medical, dental, and vision insurance
- Basic life insurance at no cost to the employee
- Company paid short-term and long-term disability
- 12 weeks of 100% paid parental leave
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
- Retirement savings plan
- Personal paid time off
- Paid holidays and company-wide wellness day off
- Paid time off to volunteer at nonprofit organizations
- Pet-friendly office environment
- Commuter benefits
- Group pet insurance
- On-the-job training and skills development
- Employee Assistance Program (EAP)
At IPH, we welcome and encourage applications from individuals with disabilities. Accommodations are available upon request for candidates participating in all aspects of the selection process.
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