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Broker Success Associate

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: EverPeak
Full Time position
Listed on 2026-10-09
Job specializations:
  • Insurance
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below

We seek a dedicated and driven Broker Success Associate to deliver a new, world-class business insurance experience for our customers. The ideal candidate is a self-starter with customer service or insurance experience, passionate about helping people and solving problems. You will be the voice of Attune, interacting with brokers and agents who rely on us to make their businesses more effective and competitive, ultimately creating a fantastic experience for their small business customers.

Requirements

Key Responsibilities:
  • Provide support over email, phone, and chat to brokers and policyholders and stay constantly focused on creating the best experience for the customer.
  • Look for innovative approaches to solving customer problems
  • Help brokers navigate our online experience and own the quoting, binding, and endorsement processes
  • Be a subject matter expert on Attune and our insurance products and processes
  • Collaborate cross-functionally with teams such as marketing or product & engineering to carry through important broker feedback to drive improvements to our customer experience
  • Reporting and navigating system outages and technical issues that impact customers
  • Licensed policy management tasks
Qualifications:
  • A mix of combined education and/or work experience that has prepared you for this role
  • You have worked in a fast-paced, customer-focused role
  • You are process-driven and rely on data and analytics to evaluate success and make improvements
  • You have excellent written, interpersonal, and oral communication skills
  • You are a highly organized person with excellent attention to detail
  • 1+ years of insurance experience is a plus, but we are happy to teach you
  • A P&C license is plus, but not required at hire
Position Requirements
10+ Years work experience
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