Insurance Customer Service Advisor

The role

You will review and troubleshoot customer needs and assist in managing insurance policies. You will also issue insurance certificates, process policy changes, and provide insurance quotes.

What you will do

• Issue insurance certificates
• Process policy changes
• Assist in process improvement
• Support the pay as you go insurance program
• Assist customers, prospects, and partner agents with questions and concerns
• Provide insurance quotes for various insurance policies
• Work with partners to solve customer concerns
• Drive or participate in ad hoc projects
• Help translate internal customer account portals and Terms and Conditions
• Shadow new agents during training

Required qualifications

• 1-2 years working in customer service
• Detail orientation
• Excellent verbal and written communication skills
• Experience and comfort using a variety of software tools from Excel and G Suite, to policy management and accounting systems

Nice to have

• Property & Casualty Insurance License
• Strong process orientation and interest in finding better ways to do things
• Bilingual (Spanish)

Benefits

• Partially subsidized medical plan
• Fully subsidized vision/dental options
• Life insurance
• Disability insurance
• 401(k)
• Flexible paid time off
• Parental leave

About the company

ERGO NEXT is a technology-led, full-stack provider of small business insurance. Since 2016, they have helped hundreds of thousands of small business customers across the United States.