Experienced Retail Customer Service Representative (Remote) – Insurance Policy Support and Administration

At careerzynith, we're redefining the insurance industry by empowering small business owners with expert guidance and best-in-class insurance policies. Our commitment to transparency, trust, and growth drives innovation, and we're looking for talented individuals to join our team.

• *About careerzynith**

careerzynith is a unique insurance partner that operates independently, free from outside investors, venture capital, or corporate pressures. Our culture of empowerment fosters a work environment where effort, results, and accountability thrive. We believe in the power of transparency to build trust, which in turn drives growth and innovation. Our focus on rigorous evaluation and relentless execution enables us to rapidly evolve and adapt to the ever-changing needs of our clients.

• *Join Our Team**

We're growing rapidly, and we want you to be a part of it! As a Retail Customer Service Representative (CSR), you'll play a critical role in providing exceptional customer service, administrative support, and operational expertise to our internal team members. Under the direction of the Retail Operations Manager, you'll have the opportunity to make a meaningful impact and contribute to the success of careerzynith.

• *Key Responsibilities**

As a Retail Customer Service Representative, you'll be responsible for:

• Responding to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
• Issuing certificates of insurance (COIs) and assisting clients with policy audits or disputes
• Providing timely correspondence to carriers, brokers, and agents regarding policies and client requests
• Handling phone coverage and managing email correspondence across sales, support, and certificates
• Preparing and distributing required documents, including quotes, invoices, affidavits, and policy-related forms
• Maintaining accurate data records in the management system, adhering to processes and naming conventions
• Organizing tasks efficiently to meet deadlines, notifying management of potential delays or challenges
• Performing general clerical duties and adhering to departmental best practices
• Supporting the team's efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
• Managing leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
• Overseeing the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
• Supporting team operations by preparing and distributing documents related to new and renewal business
• Conducting research and resolving issues related to invoicing, reconciliation, and payment processes
• Collaborating with team members during meetings to improve workflows and processes

• *Requirements and Qualifications**

To be successful in this role, you'll need:

• High School Diploma
• Active Property & Casualty License
• 2+ years of Independent Insurance Agency experience in CSR or administrative support, with data entry experience
• Broad understanding of Commercial Insurance Policies
• Experienced with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
• Familiarity with agency management systems and tools (e.g., AMS 360, Applied Epic, Hawksoft)
• Familiarity with HubSpot (CRM) is a plus

• *Perks and Benefits**

As an careerzynith team member, you'll enjoy:

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 9 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistant programs for support in a healthy personal and work life

• *Why careerzynith?**

Here at careerzynith, you'll be part of a team of trailblazers and visionaries. We're not just revolutionizing the way people "do" insurance; we're creating a whole new paradigm. You'll experience a vibrant and inclusive workplace where your ideas matter! With us, you'll have the opportunity to:

• Engage in groundbreaking projects that are reshaping the insurance landscape
• Collaborate with a group of dedicated, like-minded professionals
• Experience a culture that prioritizes growth and development

• *Compensation Range**

$21/hr - $25/hr

• *Equal Opportunity Employer**

careerzynith is proud to be an equal-opportunity employer. We're committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.

• *Accommodation**

If you need accommodation during the interview process, please let us know.

• *Apply Now**

Ready to join our team and be part of something revolutionary? Apply now and take the first step towards a career with careerzynith!

Apply for this job