Customer Service Representative
Core
Inbound and outbound customer service representative for small business insurance, managing accounts, payments, renewals, and follow-ups to ensure coverage continuity.
Role type
Customer Service Representative (Inbound/Outbound)
Builds
Customer support operations for a fast-growing commercial insurance platform
Domain
Insurance / Customer Service
Deliverable
client delivery
Required skills
phone communication, multitasking (talking and typing), list management, problem-solving, customer empathy, CRM usage, punctuality
Preferred skills
bilingual (Spanish), call center experience, collections experience, insurance/brokerage exposure
Technologies
phone systems, spreadsheets, email, internal tools, CRM
Responsibilities
answer inbound calls to resolve account issues and set callback expectations, make outbound calls for payments and renewals, track down documents or payments to close tickets, escalate complex issues to specialists, log call details and status updates, identify recurring problems to flag for process improvement
Seniority
Individual Contributor, entry to mid-level