What are the responsibilities and job description for the Client Services Representative position at EXZEO GROUP, INC?
JOB SUMMARY
Exzeo’s Client Services Representative is responsible for the processing of changes requested by agents and clients, while providing exceptional customer service. Will assist with policies and claims from TypTap Insurance Company, Homeowners Choice Property & Casualty, Griston Claim Services, and others as necessary.
AVAILABLE SHIFTS
- Tuesday-Saturday, 1pm-10pm
- Sunday-Thursday, 1-10pm
ESSENTIAL DUTIES & RESPONSIBILITIES
- Provides exceptional customer service.
- Processes endorsements and policy changes forwarded by agents and policyholders.
- Responds to client questions and concerns.
- Prepares quotes, endorsements, cancellations, and payments.
- Keeps detailed records of transactions within multiple policy management systems.
- Handles First Notice of Loss calls.
- Provides assistance to sister companies and other departments during CAT (catastrophe) events.
- Update industry knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations; and staying current with Continuing Education (CE) requirements.
- Other duties as assigned.
REQUIRED SKILLS & EXPERIENCE
- Clear, concise oral and written communication skills.
- Detail-oriented.
- Professional and courteous.
- Excellent problem-solving skills.
- Hard-working.
- Basic understanding of Homeowners insurance a plus.
- Bilingual a plus.
EDUCATION & TRAINING
- Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or closely related field preferred.
LICENSE OR CERTIFICATIONS
- 20-44 or 2-20 Insurance License must be obtained within 90 days of employment (company paid).
To foster Exzeo’s commitment to creating a collaborative work environment, remote workers will be required to report to a central office location for one week every quarter for collaboration, team building, and educational exercises.
Exzeo offers 100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential.