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The Customer Intake Specialist will manage high-volume phone calls and interact with business owners to gather necessary information for insurance coverage. They are responsible for maintaining a professional agency image while accurately entering client data into the system.
Customer Intake Specialist - Insurance - San Francisco, CA
Company Background:
Imagine joining a team at a tech giant looking to fundamentally change how the entire insurance industry works; that's the goal!! This agency is in high-growth mode and is blending cutting-edge technology with a stellar client experience! This company is looking to add a Customer Intake Specialist to be the face of this transformation!! Think Instagram, FaceBook, and Snapchat. Those companies reshaped the way society interacts with one another. This company is doing the same thing in the insurance industry! Come join us to change the world!
What’s in it for you?
Salary: $55,000 - $65,000 depending on experience
Schedule: Monday - Friday, Onsite & Remote options available in the USA
Benefits: A comprehensive benefits package that includes medical, dental, and vision coverage
Paid Time Off: Paid time off and paid company holidays
Education & Training: Dedicated mentorship & training
Team: Fast-growing and tech-driven team
Essential Skills for The Role:
Experience: Administrative, client-facing, or call center experience
Industry Knowledge: Insurance brokerage, retail, and/or wholesaler experience is a PLUS/ NOT REQUIRED!
Software: Microsoft Office or willing to learn and comfortable using call-center software programs or Customer Relationship Management CRM systems
Language: Bilingual in Spanish is a plus!
The Key Responsibilities:
Assist with corresponding to high-volume and back-to-back phone calls
Learn to differentiate the different business operations the agency works with.
Responsible for representing the agency professionally and maintaining a high-level customer experience.
You will be directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
Comfortable entering important data while speaking with clients.
Communicate and assist with answering a high volume of phone calls.
Apply Now!
Compensation / Pay Rate (Up to): $55,000.00 - $65,000.00 Per
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