Remote Otter LogoRemoteOtter

Customer Service Representative - Remote

Posted 18 weeks ago
Customer Service
Full Time
Worldwide
$47.5k - $50k/year

Overview

The Customer Service Representative (CSR) plays a pivotal role in the continuing development and evolution of a best-in-class servicing department. Reporting to the Customer Service Manager, a CSR is someone who loves talking to and helping people, a creative thinking who is able to assist and service a variety of insurance products, and someone who looks to proactively solve any issues. The CSR will provide information on a variety of complex customer service issues regarding different P&C products to help grow agency retention and build customer loyalty.

In Short

  • Assist all existing and potential agency clients across a wide variety of servicing needs via phone, email, and SMS in a prompt and friendly manner.
  • Correctly interpret and analyze insurance policies, cancellations, reinstatements, endorsements, reports, and other insurance-related documents to make data driven decisions.
  • Collaborate across teams to deliver the best resolution and the highest levels of customer satisfaction.
  • Navigate dozens of insurers' products and agent portals to efficiently and effectively service clients.
  • Utilize complicated, evolving software, such as our CRM and in-house comp rater.

Requirements

  • Two to three years of P&C Insurance experience and actively hold a Property and Casualty or Personal Lines license.
  • Outstanding written and verbal communication, strong interpersonal skills, and the ability to maintain appropriate levels of confidentiality.
  • A proven history of personal initiative, efficiency, attention to detail, multi-tasking, and performing quality work within deadlines with or without supervision.
  • Comfort with ambiguity and ability to adapt quickly to changes.
  • Ability to see issues as opportunities and propose creative solutions.
  • Superior computer fluency and ability to learn new systems quickly.

Benefits

  • Base salary starting at $47.5k - automatic increase to $50k after 3 months!
  • Uncapped bonuses for up-selling and cross-selling insurance products.
  • Earn 4% commission of total written premiums, no cap!
  • Bonuses available for putting in extra hours.
  • Regular contests and incentive programs to earn more.
  • Unlimited vacation time.
  • 100% employer-paid Platinum-tier health insurance for employee, 65% for dependents.
  • Flexible Spending Accounts (FSAs).
  • 401(k) retirement savings plan.
  • Bonuses and equity opportunities.
  • Budget for home office equipment.
Trellis logo

Trellis

Trellis is a profitable and rapidly growing Series A startup that specializes in simplifying and automating the shopping experience for home and auto insurance. Backed by prominent venture capital firms such as General Catalyst, QED, NYCA, and Amex Ventures, Trellis leverages machine learning and generative AI to provide efficient insurance recommendations, making the process faster, cheaper, and smarter for everyday Americans. The company operates fully remotely, allowing it to attract top talent and offer maximum flexibility to its team. Led by experienced fintech entrepreneur Daniel Demetri, Trellis is committed to fostering a collaborative and positive work culture, emphasizing values such as extreme ownership, speed, craft, collaboration, and positivity.

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