Customer Service Representative (Insurance)
Lehi, UtahFull-TimeMid-levelSupport / Customer Success
Skills
Responsibilities:
- Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies
- Proactively engage in cross-selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations
- Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service
- Collaborate with internal teams to escalate and resolve more complex issues under supervision
- Maintain accurate customer records, ensuring all interactions and policy updates are properly documented
- Follow established procedures and guidelines to ensure compliance with state and federal regulations
- Support senior team members in handling projects and assignments, contributing to team goals
- Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
- Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings
- Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions
Minimum Qualifications:
- Basic understanding of insurance industry practices and concepts
- Proficiency in using computer applications for data entry and record-keeping
- Strong written and verbal communication skills
- Ability to follow standard instructions and established processes
- Demonstrated problem-solving skills within a limited scope
- Detail-oriented approach to completing tasks accurately
- Collaborative mindset for effective teamwork
- Eagerness to learn and develop competence
- Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations
Preferred Qualifications:
- College or university degree in a relevant field or equivalent work experience
- Familiarity with Entrata software and tools
- Previous customer service experience in the insurance sector
- Intermediate knowledge of insurance principles and terminology
- Ability to adapt to evolving processes and procedures
- Demonstrated ability to handle a high volume of customer interactions
- Basic understanding of insurance industry practices and concepts
