Client Success Representative (P&C Insurance)
The Phoenix Insurance is an Independent Property & Casualty Insurance Agency, who advises clients and works with top-rated insurance carriers to find options for complex risks. As one of the largest Specialty Insurance Agencies in the US, we are known for our integrity and keen problem-solving ability.
We are a high volume, fast paced insurance office that needs a Client Success Representative who values attention to detail, analysis, and follow-through. This Client Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.
Learn more about us at https://www.thephoenixinsurance.com/careers
As part of our hiring process, we ask all applicants to complete the Culture Index Survey. Applications will be reviewed once the survey has been submitted.
Please copy and paste the link below into your browser to access the survey:
https://go.cultureindex.com/p/0201201704014196hNga
Client Service Representative Job Responsibilities:
- Answers a high volume of phone calls daily.
- Processes changes to active policies.
- Provide 5-star customer service by addressing client concerns, answering questions, and offering tailored solutions.
- Enters client data into insurance quoting systems, keeping data accurate.
- Review insurance policies and contracts meticulously to ensure compliance and accuracy.
- Follow established workflows and contribute to process improvements.
Ideal candidates will possess the following:
- 0-2 years of Customer Service Experience in the Property & Casualty Insurance Industry, preferably in an independent agency.
- Active Property and Casualty license or ability to obtain license within first 60 days of employment.
- Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
- Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
- Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
- Excellent communication skills
- Well-organized with good follow through to completion
- Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web based, computer software programs. Familiarity with EZLynx a plus.
Physical Demands
- Regularly operates a computer and other office productivity machinery, such as a headset, and printer.
- Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations.
- Specific vision abilities required by this job include close vision requirements due to computer work.
- Must be able to remain in a stationary position for prolonged periods of time.
Benefits
- 401(k) with company match
- Continuing education program
- Dental insurance
- Disability & Life insurance
- Employee assistance program
- Health insurance
- Identity theft protection
- Legal insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Telehealth and Teletherapy
- Vision insurance
- Volunteer time off
Job Type: Full-time
Pay: From $41,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Experience:
- Property & Casualty insurance: 1 year (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Ability to Commute:
- Dallas, TX 75240 (Required)
Work Location: Hybrid remote in Dallas, TX 75240