Job Description
Entrata is a global leader in AI-driven property management technology, and they are seeking an entry-level Insurance Customer Service Representative to join their team. The CSR will provide essential customer support within the insurance domain, addressing inquiries, policy updates, and basic problem-solving tasks while collaborating with colleagues and contributing to projects.
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
Skills
- 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
- 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
Benefits
- Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
- HSA/FSA options and employer-paid disability benefits provided for eligible employees.
- Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
- Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, gym memberships, mental health resources, wellness challenges, and employee assistance programs.
- Entrata Cares programs offers opportunities for volunteerism, charity events, and giving back to our community.
- Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
- Bi-annual swag drops for employees
Company Overview
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