Customer Service Representative II
United StatesFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 4+ years working in the insurance industry; 2+ years in a customer-facing service role
- Required Skills
- SalesforceCustomer support
Requirements
- 4+ years working in the insurance industry
- 2+ years in a customer-facing service role
- Active Property & Casualty insurance license (required before starting)
- Strong understanding of endorsements and coverage structure
- Tech-savvy, specifically with Salesforce
- Ability to manage multiple service requests without losing accuracy
- Experience servicing HO3, DP3, or landlord policies (preferred)
- Experience working in an MGA, agency, or carrier environment (preferred)
Responsibilities
- Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
- Service property policies including coverage changes, renewals, endorsements, and billing questions
- Deliver high-quality customer experiences in complex or time-sensitive situations
- Partner directly with carrier partners and referral sources to advocate for clients
- Maintain strong documentation and data accuracy within Salesforce
- Identify inefficiencies and suggest process improvements
View Full Description & ApplyYou'll be redirected to the employer's site
