Licensed Customer Service Representative, Insurance

Licensed Customer Service Representative, Insurance

Job Overview

Licensed Customer Service Representative - Insurance

The Role

Join team of professionals that are out to disrupt and transform the insurance and auto retail industries. Polly is looking for a Customer Service Representative to join our Personal Lines Service team who has excellent customer service and relationship building skills.

Who You Are

As a Customer Service Representative, you will work closely with other team members to provide outstanding service to our customers by answering incoming inquires and then take appropriate action to provide top-notch customer satisfaction. It will be key for you to continuously develop strong relationships with both our clients and carriers. As a Representative, you should be customer focused, detail oriented, and efficient. Additionally, you should be professional, reliable, and adaptable.

What You'll Do

Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc.

Account review for coverage changes and add new coverages to suit the client’s needs

Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed

Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures

Developing strong relationships with clients and carriers

Answer incoming calls & emails

Identify and assess customers’ need to achieve satisfaction

Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system

Perform special projects and other duties as assigned by management

Account round by cross selling additional lines of business

What You Need to Succeed

Property & Casualty (P&C) Insurance License

Proven customer support experience servicing home and auto

Ability to multi-task, prioritize, and manage time effectively

Proficient in all Microsoft office applications

Strong attention to detail with time management and decision-making skills

Working comfortably in a high-volume work environment

Excellent written and verbal communication skills

Technically Savvy

Dedicated, distraction-free home workspace

Maintain availability during assigned work hours to meet call volume and service expectations

Adhere to assigned schedules, including scheduled holidays based on business coverage needs

Meet established productivity, quality, and performance standards

Navigate multiple computer systems simultaneously while actively engaged with customers

All computer equipment is provided. You must be able to maintain department. Work at home (W@H) requirements which include a professional workspace/room with a dedicated desk

Reliable high-speed internet with wired connection (cable, fiber or DS) from a major ISP with a minimum of 25 Mpbs download and 10 Mbps upload are required; 50 Mbps of download / 25 Mbps upload (or higher) are recommended

Experience with AMS360, PL Rater, and/or other rating tools preferred

Work & Life, Balanced – We’re Here for You:

Medical, dental and vision insurance

HSA, FSA, Dependent Care FSA

3 weeks paid time off with generous holiday time

Paid Parental Leave + baby cash

Matching 401(k) contributions

Life & disability Insurance

Work from home

Polly is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.

• About Polly
• Polly delivers unexpected value by embedding insurance into life's biggest purchases. As the leading embedded automotive insurance marketplace, Polly seamlessly integrates coverage options from 40+ insurance carriers into the automotive buying experience at thousands of dealerships across the country, delivering savings to consumers when they need it most. With more than $11 billion in coverage placed, shoppers trust Polly for instant quotes, immediate coverage, and expert live agents. Experience the unexpected value of embedded auto insurance at Polly.co.

Salary $44,000 - $56,000