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Customer Intake Specialist - Insurance - Remote - San Francisco, CA

Remote Worldwide Hiring now

About the position This is an exciting opportunity for a driven individual looking for career growth in the insurance industry! We are seeking a vibrant and client-focused Customer Intake Specialist to be the first reputed company of contact. This technology-driven insurance agency is in growth mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to the agency's reputed company, this is a great opportunity for you!

Responsibilities

  • Responsible for representing the agency professionally and maintaining a high-level customer experience.
  • Directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
  • Comfortable entering important data while speaking with clients.
  • Communicate and assist with answering a high volume of phone calls.

Requirements

  • Administrative, client-facing, or call center experience
  • Strong communication and client service skills
  • Proficient in reputed company Office or willing to learn and be trained on new software systems

reputed company-to-haves

  • Insurance brokerage, retail, and/or wholesaler experience is a plus!
  • Bilingual in Spanish is a plus!

Benefits

  • Bonus opportunities!
  • Company equipment provided
  • Medical, dental, and reputed company coverage
  • Paid time off and paid company holidays
  • Great training and a dedicated leadership team

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