Job description: Job Requirements:

• Must be fluent in Spanish and English
• Must hold a property and casualty license in your state of residence
• Must be willing to release property and casualty appointments (No need to release Health or Life appointments)
• Must be able to work a Saturday and Sunday schedule.

Key Responsibilities

• Serves as customer service contact for inbound first and second-level customer interactions
• Utilizes proper procedures and documented knowledge articles to achieve first contact resolution and aides in policyholder retention
• Documents ancillary business and/or customer interaction information for the Agent and/or other business lines
• Leverages opportunities to expand customer interactions to learn more about the customers current and future needs then transfer/forward to Agent or CCC Licensed Growth team as appropriate
• Applies underwriting and eligibility guidelines to correctly price and bind additional/replacement policies according to established scope and procedures

Job Description

• Serve as 1st level contact for basic and routine customer service inquiries which may include: Regular payments and payment plan changes, proof of insurance, password reset and customer ID verification calls from customers and B2B vendors
• Has basic knowledge of company products and/or services
• Escalates problems or inquiries as needed
• Uses established procedures, scripts, and screens
• Promotes client products and services
• Handles low complexity transactions
• Uses multiple applications to gather the necessary information and notify business partners regarding messages, inquiries, and claim reporting
• Works under close supervision
• Provides customer assistance with routine customer service inquires that require licensing including complex payments, policy changes such as coverages and deductibles, added and/or replacement vehicles
• Completes simple transactions to add or replace products on existing policies
• Learns and applies product, industry, and market knowledge to make recommendations to policyholders
• Provides feedback to management regarding process improvements
• Explains coverage and insurance terms clearly for existing customers
• Works with general supervision on moderately complex assignments; seeks guidance on non-routine issue

Job Type: Full-time Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Work Location: Remote