Customer Experience Representative - Remote

Overview

The Customer Experience Representative is responsible for providing high-quality customer service by addressing billing, payment, and policy questions, as well as processing policy changes and maintaining records.

In Short

• Promote products and answer customer questions.
• Communicate policy information clearly via phone and email.
• Respond to requests for information in a timely manner.
• Perform data entry for quotes and policy changes.
• Secure information necessary to resolve customer inquiries.
• Provide in-force policy change quotes for agents.
• Research and resolve customer concerns.
• Process payments and endorsements.
• Document all interactions in the agency management system.
• Schedule coverage review meetings with customers.

Requirements

• Familiarity with various insurance policies.
• Experience with AMS 360 or similar systems.
• Strong communication and client-focused skills.
• Ability to work independently and in a team.
• Organizational skills with attention to detail.
• Proficient in Microsoft Office.
• Virginia property and casualty insurance license preferred.
• 1+ years in an insurance call center or agency.
• Critical thinking and relationship building skills.
• Strong work ethic and time management skills.

Benefits

• Opportunity to develop in the insurance industry.
• Supportive team environment.
• Flexible working conditions.
• Training and professional development opportunities.
• Potential for career advancement.