Experienced Insurance Customer Service Representative - Digital Client Servicing & Account Management

Join Insureon, a Pioneer in Insurance Technology, as a Digital Customer Service Representative At Insureon, we're revolutionizing the insurance industry with our cutting-edge online marketplace, connecting small businesses with the coverage they need. As a trailblazer in insurance technology, we've created a platform that's not only user-friendly but also integrates with every major U. S. carrier, managing over $400 million in premium annually. Our success is built on a foundation of teamwork, integrity, and a passion for delivering exceptional customer service. About Our Company Culture We believe that our team members are the driving force behind our success, and we're committed to providing a work environment that fosters growth, creativity, and fun. As a virtual-first company, we trust our employees to work from wherever they feel most productive, with access to our Chicago office as a resource. Our fast-paced team is results-driven, energetic, and dedicated to delivering top-notch service to our clients. Job Overview: Digital Customer Service Representative We're seeking a highly skilled and motivated Digital Customer Service Representative to join our team. This role is a developmental position designed to equip you with the skills and expertise needed to support our Digital Producers and Account Managers in retaining and servicing our existing client base. As a key member of our customer service team, you'll play a vital role in ensuring seamless client interactions, resolving issues, and identifying opportunities for growth. Key Responsibilities Review bound policies for quality assurance, process endorsements, certificates of insurance, and send invoices Handle billing questions, non-pay cancellation notices, and follow up on payments due Post-bind process and policy review to ensure accurate documentation and timely policy delivery Identify cross-sell opportunities and coordinate account servicing Work directly with carriers and within carrier sites to process billing and endorsements Provide superior customer service, responding to client inquiries via phone and email Assist Producers and Account Managers with alerts in our agency management system Act as a concierge for clients post-bind, answering billing and servicing questions Facilitate the post-bind process, ensuring smooth customer transition and timely policy delivery Support policy cancellation processes and customer servicing requests Develop strong communication with Underwriters and internal teams Essential Qualifications To succeed in this role, you'll need: A Property and Casualty License 1-2 years of relevant insurance experience, preferably in customer account servicing Strong organizational, customer service, and time management skills Superior Microsoft Office experience and proficiency in working with 3rd-party agency management systems Excellent communication skills, with the ability to work effectively with clients, carriers, and internal teams Comfort with outbound dialing and phone conversations with clients Ability to multitask in a fast-paced environment and work independently in a remote setting Preferred Qualifications A 4-year degree Familiarity with customer account servicing in regulated/financial services Previous experience working with agency management systems and various web applications Skills and Competencies To excel in this role, you'll need to possess: Strong analytical and problem-solving skills Excellent communication and interpersonal skills The ability to work in a fast-paced, dynamic environment A customer-centric approach, with a focus on delivering exceptional service Proficiency in Microsoft Office and other related software applications A willingness to learn and adapt to new processes and technologies Career Growth Opportunities and Learning Benefits At Insureon, we're committed to helping our team members grow and develop their skills. As a Digital Customer Service Representative, you'll have access to: Comprehensive training programs, including coverage training and carrier-specific training Ongoing support and guidance from experienced colleagues and managers Opportunities for career advancement and professional growth A dynamic and supportive work environment that encourages innovation and creativity Work Environment and Company Culture Highlights As a virtual-first company, we offer: The flexibility to work from wherever you feel most productive Access to our Chicago office as a resource A collaborative and dynamic work environment that fosters creativity and innovation A culture that values teamwork, integrity, and a passion for delivering exceptional customer service Compensation and Benefits We offer a competitive compensation package, with an expected salary range of $45,000-$50,000, depending on your skills, experience, and working location. Our benefits package includes: A comprehensive benefits program Opportunities for career growth and professional development A dynamic and supportive work environment Join Our Team! If you're a motivated and customer-focused professional looking to join a pioneering insurance technology company, we want to hear from you! As a Digital Customer Service Representative, you'll play a vital role in delivering exceptional service to our clients and driving business growth. Apply now to join our team and start your journey towards a rewarding and challenging career. Apply Job! Apply to this Job Apply for this job