Customer Service Associate

The role

You will handle inbound and outbound calls with business owners to manage accounts, payments, documents, and renewals. You will work from an office in downtown San Francisco to resolve customer needs and maintain accurate logs.

What you will do

• Pick up and take it personally by finding accounts and identifying customer needs
• Keep every promise made regarding callback times
• Complete tasks including payments, documents, cancellations, and renewals
• Perform follow-ups via phone, text, and email
• Track down documents, payment links, or specialists to unblock issues
• Log call details and open items
• Pull in specialists for financing, coverage, or complex problems
• Handle frustrated customers
• Flag recurring problems to fix root causes

Required qualifications

• Strong phone communication—clear, professional, patient
• Basic computer comfort: spreadsheets, email, a phone system, and internal tools
• Ability to work full-time, Monday–Friday, on-site in downtown San Francisco
• Reliable attendance and punctuality
• Legally authorized to work in the United States

Nice to have

• Call center, collections, dispatch, front-desk, or high-volume customer service experience
• Bilingual (Spanish)
• Any insurance, brokerage, or financial services exposure
• Experience working from call lists or a CRM

Benefits

• Health, dental, and vision insurance
• Commuter benefits
• Team meals and snacks

Before you apply

• Legally authorized to work in the United States
• Application screen review
• Phone screen
• On-site day to meet the team and work through scenarios

About the company

Harper is a fast-growing company building AI-led commercial insurance distribution. They are adding approximately 1,000 customers per month.