Customer Service Representative

Overview – SageSure is seeking enthusiastic Customer Service Representatives with Personal Lines insurance experience. This is an opportunity to begin a career with a growing insurance and technology company. While working with a friendly and supportive team, you will learn the foundation of our business in a role that will take you wherever you want to grow with us.

As a Customer Service Representative, you will provide high-quality support to producers and policyholders by answering underwriting and policy questions and performing policy changes related to billing and general policy information. The ability to handle inquiries in a positive and professional manner and knowledge of insurance industry terminology, policy, and procedures are required for this role.

If you are genuinely excited to help customers, are patient, empathetic, and passionately communicative, you love to talk, and problem-solving comes naturally to you, then you may have just what it takes to begin this journey with us.

Core Responsibilities

• Manage incoming calls, chats and emails from producers and policyholders
• Identify and assess customers' needs to achieve satisfaction
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/team customer service targets and performance measures
• Answer questions about underwriting concerns related to home inspections and select property and liability hazards
• Handle product eligibility and underwriting inquiries from producers
• Process policy changes, including endorsements, cancellations, customer name changes and mailing address changes
• Handle complaints, provide appropriate solutions and alternatives; follow up to ensure resolution
• Document customer interactions
• Follow communication procedures, guidelines, and policies

Must-have Requirements

• High work ethic, is punctual and dependable, and has a history of good attendance
• Personal Lines insurance experience, with emphasizes on homeowners' insurance
• Proven successful customer support experience
• Track record of achieving targets and goals
• Excellent verbal and written communication skills
• Customer orientation and ability to adapt/respond to different types of characters
• Ability to multi-task (specifically while talking with customers and resolving their inquiries)
• Proficient in navigating Windows based computers and using multiple software applications across two monitors
• High school diploma or equivalent
• Flexibility to work varying hours between the hours of 9 AM to 6 PM CST Mon-Fri, and occasional overtime on Saturdays from 9 AM to 2 PM EST

Nice-to-have Requirements

• Associates Degree
• Experience in a contact center or agency
• Property & Casualty Insurance License is a plus but is not required
• Spanish speaking

About the Policy Services Team at SageSure:

Helping customers and a service mindset are at the core of SageSure's Policy Services team approach. Policy Services roles are directly responsible for building the brand, and we take that very seriously at SageSure. Our Policy Services team is the voice of SageSure—having frequent connections with our customers. Serving the customer is fulfilling and a great way to learn about the insurance industry. Policy Services roles have career progression paths built-in, and with all the industry knowledge you've gained, you'll be primed for advancement within the department or across the company. The nature of the work requires constant interfacing with other teams, including underwriting, sales and marketing. As a part of this growing team, you'll experience a fast-paced environment that requires dynamic involvement and provides accelerated learning.