Insurance Customer Service Agent – Remote

Join a rapidly growing team of service professionals who are out to disrupt and transform the insurance and automotive retail industries. DealerPolicy is actively seeking a highly knowledgeable Customer Service Specialist who has sales and service experience with a strong focus on retention and customer loyalty. The Customer Service team’s work schedule, Mon-Sat will reflect that of our dealership partners to handle our customer’s needs.

About Us

DealerPolicy is a leader in the emerging Insurtech sector. With its seamless integration into the car buying process, the company’s innovative solution enables car-buying customers the opportunity to purchase insurance by connecting them real-time with licensed insurance agents while simultaneously completing the purchase of their new car. The company delivers these benefits through an industry-first combination of partnerships with car dealers, a growing insurance carrier network, and team of licensed insurance advocates.

General Responsibilities

• Service our customer’s book of business’ by updating, renewing, rewriting and cross selling existing policies.
• Exercise proficiency in the knowledge of personal lines insurance to identify risk exposure and applicable coverage options to new and existing policies and their holders.
• Superior support to our customers by way of attentiveness, acting promptly and efficiently resolving problems with a sense of urgency.
• Engage with other agents, insurance carriers and managers to solve complex challenges for our customers.
• Remain informed and educated regarding DealerPolicy process and procedures, partnered insurance company coverages, exclusions, and options to provide customers with competitive coverage and cost options.
• Foster a culture of TOP NOTCH customer service and promote continuous improvement across all aspects of how we serve our clients.

• An active Property & Casualty (P&C) Insurance License, required
• Demonstrates the ability to assess and solve problems in real time by leveraging various technologies and/or team members concurrently, required.

• Relevant experience in a high volume, fast paced customer service role, preferred.

• Exceptional verbal and written communication skills.

• Strong organizational, and time management skills.

• Tech savvy with AMS 360, insurance quoting tools, and Microsoft products, preferred.

• Humble – A real team player and willing to put in the time and work hard. Understanding and compassionate.

• Hungry – Timeliness of getting things resolved. Sales and service goal and task oriented.

• Interpersonally Smart – Deescalate problems in real time. Comprehend and resolve issues pertaining to the customer through clear communication.

• Ability to work on Saturdays as part of a normal schedule.

DealerPolicy offers a comprehensive Benefits Package, which include

• Medical, Dental and Vision Insurance
• Health Savings Account with company match
• FSA, Dependent Care FSA and Commuter pre-tax benefit
• PTO allowance and holidays
• 401(k) plan with company match
• Discounted Edge & Fitness Membership
• Wide variety of local discounts