Description
Summary:
The Customer Service Agent serves as the first point of contact for clients, handling communications, policy information, inquiries, service requests, and supporting daily operations.
Highlights:
1. Professional growth and advancement opportunities
2. Supportive and collaborative team environment
3. Ongoing training and development
New Alliance Insurance Brokers, Inc. is a growing commercial insurance brokerage dedicated to providing exceptional service and support to our clients. We are seeking a professional, customer\-focused Customer Service Agent to join our team and help ensure a positive client experience through efficient communication and administrative support.
Job Summary
The Customer Service Agent serves as the first point of contact for clients, agents, and business partners. This role is responsible for handling inbound and outbound communications, providing policy information, resolving customer inquiries, processing service requests, and supporting the agency's daily operations.
Responsibilities
* Answer incoming calls, emails, and customer inquiries professionally and courteously.
* Provide information regarding commercial insurance policies, coverage, endorsements, and billing.
* Process policy changes, endorsements, certificates of insurance, and other service requests.
* Maintain accurate customer records and documentation in agency management systems.
* Follow up with clients regarding missing information and pending requests.
* Assist agents and account managers with administrative tasks.
* Route complex issues to the appropriate department while ensuring timely resolution.
* Maintain a high level of customer satisfaction through prompt and accurate service.
* Follow company procedures, compliance requirements, and quality standards.
* Participate in team meetings, training sessions, and ongoing professional development.
Qualifications
* Previous customer service experience required (insurance industry experience preferred).
* Excellent verbal and written communication skills in English.
* Strong organizational and multitasking abilities.
* Proficiency with Microsoft Office (Outlook, Word, Excel, Zoom).
* Ability to work independently in a remote environment.
* Strong attention to detail and problem\-solving skills.
* Professional, positive, and customer\-oriented attitude.
Preferred Qualifications
* Experience in commercial insurance, trucking insurance, or brokerage services.
* Knowledge of agency management systems and CRM platforms.
* Bilingual English/Spanish is a plus.
Technical Requirements:
* **Processor:** Intel Core i5 or higher, or AMD A12 or higher.
* **Memory:** Minimum 8 GB RAM.
* **Storage:** 250 GB SSD or larger, with at least 30% of available disk space free.
* **Operating System:** Windows 11 Pro (English version required).
* **Monitors:** Dual\-monitor setup required.
* **Headset:** USB headset with a microphone for professional call handling.
* **Webcam:** Required for virtual meetings and training sessions.
* **Internet Connection:** Minimum 25 Mbps download speed. Applicants must provide a recent Speedtest result during the application process.
* **Workspace:** Dedicated, quiet, and professional work environment free from distractions.
Only candidates who meet all technical requirements will be considered for this position.
What We Offer
* Competitive salary.
* Remote work opportunity.
* Professional growth and advancement opportunities.
* Supportive and collaborative team environment.
* Ongoing training and development.
Job Type: Full\-time
Pay: $1,300,000\.00 \- $1,600,000\.00 per month
Work Location: Remote