Agent Success Specialist (P&C Licensed)

 Posted 19 hours ago
     
 $60000 - $71000 per year
  
2-5 years experience
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AI Summary

Provide high-end customer support via phone, email, and chat while managing client inquiries and cancellations. Use CRM data and call-center insights to suggest process improvements and maintain high service standards.

Position Overview:
At Delos Insurance Solutions, we are seeking a dedicated and licensed insurance professional to join our team as a Customer Service Representative. The ideal candidate will hold a California Property & Casualty Insurance License and possess previous experience in customer service within the insurance industry. In this role, you will play a crucial part in our mission to redefine property insurance in wildfire-prone regions, offering unparalleled service to our valued customers.

 

Key Responsibilities:

  • Deliver top-tier, unscripted white-glove service via phone, email, and chat.
  • Proficiently navigate carrier websites, HubSpot CRM, SMS, and other omnichannel functions.
  • Tactfully handle conflict resolutions and expertly de-escalate client situations.
  • Establish and nurture positive client relationships, ensuring all inquiries, cancellations, and confirmations are adeptly managed.
  • Document daily challenges and corrective actions in the call-center database.
  • Use insights from call-center data to suggest continuous improvement strategies.

 

Role Objectives:

  • Uphold Delos' unparalleled standard of client service and support.
  • Drive continuous process enhancements using feedback and data.
  • Cultivate a thorough knowledge of our insurance products to serve clients effectively.

 

 

Qualifications:

 

  • Minimum of 3 year of insurance customer service experience required.
  • Active Property & Casualty (P&C) insurance producer license required in any U.S. state.
  • If not currently licensed in California, candidates must be eligible to obtain and maintain a Californian-resident insurance license within 90 days of hire.
  • Technical proficiency with platforms such as Slack, Gmail, G-Suite, Adobe Acrobat, Microsoft 365, HubSpot CRM, Zoom, and more.
  • Stable High-Speed Internet connection suitable for VOIP.
  • Quiet Work-from-Home setup.
  • Genuine passion for customer service and effective interpersonal skills.
  • Physical capabilities: Regular keyboarding, sharp vision, and ability to communicate using a headset.

 

Key Attributes:

  • A blend of professionalism and punctuality.
  • Self-driven with a collaborative mindset.
  • Adept problem-solving abilities.
  • An optimistic, proactive demeanor coupled with a strong sense of responsibility.

 

Compensation and Benefits:

·         Competitive salary plus equity stock options

·         Flexibility to work from anywhere in the United States

·         Unlimited PTO, including sick leave and company holidays

·         Comprehensive medical, dental, vision, and life insurance (25% paid by employee, 75% covered by Delos including dependents)

·         401(k) retirement savings plan

·         Professional development opportunities and tuition assistance

 

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