Customer Relations Associate; Tampa Bay Area)

Customer Relations Associate (Tampa Bay Area)

Location: This is a hybrid (3 days/week) position based in our Tampa, FL office.

Company Overview:

At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most ™ to our customers.

Our team is driven by a shared commitment to protect customers' most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect their legacy proactively.

Thinking about joining our team? We look for self-motivated and inventive individuals dedicated to providing the highest level of service to our customers and partners.

The Customer Relations Associate role will be a hybrid schedule working onsite three days a week in our office.

Why Choose Vault:

• 37% growth rate in staff since December 2021.
• Our Financial Strength is rated an A- by AM Best.
• Rated 4.5 stars based on our customer experience reviews
• Our leaders are respected innovators with decades of experience in the insurance industry.
• Vault's proprietary technology allows for enhanced capabilities, speed, and efficiency.
• Leading high-net-worth insurance provider with a foundation in customized solutions.
• Comprehensive benefits tailored to your lifestyle.

Job Responsibilities:

Responsibilities include, but are not limited to:

Deliver exceptional service to customers and agency partners through inbound phone, email, and other service communication channels.

Develop strong critical-thinking and problem-solving skills to serve as a trusted resource for both internal and external customers.

Assume ownership of customer inquiries and requests, ensuring timely, accurate, and professional resolution.

Effectively identify customer needs and provide appropriate solutions while maintaining a personalized, high-quality service experience.

Maintain high standards of productivity, quality, and service in a fast-paced environment.

Support special projects, service initiatives, and cross-functional efforts as assigned.

Share ideas and feedback that contribute to process improvements and enhanced customer experiences.

Participate in training, coaching, and professional development opportunities to build skills and support career growth.

Preferred Qualifications:

• Bachelor's degree, associate degree, or equivalent professional experience, with a background in insurance, hospitality, luxury service, financial services, or other customer-centric industries preferred.
• Demonstrated emotional intelligence, empathy, and professionalism when interacting with high-net-worth clients, agency partners, and internal stakeholders.
• Strong communication and interpersonal skills with the ability to build rapport and deliver exceptional customer service.
• Strong critical-thinking, organizational, and time-management skills, with the ability to prioritize tasks, make informed decisions, and maintain attention to detail.
• Customer-focused mindset with the ability to establish positive relationships and effectively support both internal and external customers.
• Basic proficiency with Microsoft Office and the ability to learn new technology platforms quickly.
• Flexible Spending Account & Health Savings Account, with company contributions
• Company-paid comprehensive life & disability insurance plans
• 24/7 Telehealth doctor access, virtual wellness screenings, Employee Assistance Programs
• Company 401 (k) retirement plan with Day 1 eligibility (6% company match, 100% immediate vesting)
• 23 PTO days accrued yearly
• 11 paid holidays