What are the responsibilities and job description for the Client Services Representative position at EXZEO GROUP, INC?
JOB SUMMARY
Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide high-quality service to agents and policyholders on behalf of our clients. This role is responsible for handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Deliver professional, courteous, and solution-oriented customer service
- Handle inbound calls and respond to inquiries related to policies, billing, and claims
- Process endorsements, policy changes, cancellations, reinstatements, and payments
- Prepare quotes and policy documentation
- Maintain accurate records across multiple systems
- Support First Notice of Loss (FNOL) intake
- Assist during catastrophe (CAT) events
- Ensure compliance with carrier guidelines and regulations
- Meet performance standards, including adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectations
- Participate in ongoing training and development; continuing education requirements
REQUIRED SKILLS & EXPERIENCE
- Strong communication skills
- Excellent customer service ability
- Detail-oriented and accurate
- Strong problem-solving skills
- Ability to multitask in a fast-paced environment
- P&C insurance knowledge 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.