Experienced Retail Customer Service Representative – Insurance Policy Support and Administration

At blithequark, we're redefining the insurance industry by providing expert guidance and best-in-class insurance policies to small business owners. Our commitment to transparency, trust, and growth drives innovation, and we're looking for talented individuals to join our team of trailblazers and visionaries.

About blithequark

blithequark is a unique insurance partner that operates independently, free from outside investors, venture capital, or corporate pressures. Our culture of empowerment emphasizes effort, results, and accountability, fostering a work environment that values transparency, trust, and growth. We're a rapidly growing company that's revolutionizing the way people "do" insurance, and we're excited to have you join our team.

Job Summary

We're seeking an experienced Retail Customer Service Representative to provide exceptional customer service, administrative support, and operational assistance to our internal team members. As a key member of our team, you'll be responsible for responding to client and carrier inquiries, issuing certificates of insurance, and performing various administrative tasks. If you're a detail-oriented, customer-focused individual with a passion for insurance, we encourage you to apply.

Key Responsibilities

* Respond to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed

• Issue certificates of insurance (COIs) and assist clients with policy audits or disputes
• Provide timely correspondence to carriers, brokers, and agents regarding policies and client requests
• Handle phone coverage and manage email correspondence across sales, support, and certificates
• Prepare and distribute required documents, including quotes, invoices, affidavits, and policy-related forms
• Maintain accurate data records in the management system, adhering to processes and naming conventions
• Organize tasks efficiently to meet deadlines, notifying management of potential delays or challenges
• Perform general clerical duties and adhere to departmental best practices
• Support the team's efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
• Manage leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
• Oversee the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
• Support team operations by preparing and distributing documents related to new and renewal business
• Conduct research and resolve issues related to invoicing, reconciliation, and payment processes
• Collaborate with team members during meetings to improve workflows and processes

Requirements and Qualifications

* High School Diploma

• Active Property & Casualty License
• 2+ years of Independent Insurance Agency experience in CSR or administrative support, with data entry experience
• Broad understanding of Commercial Insurance Policies
• Experienced with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint
• Familiar with agency management systems and tools (e.g., AMS 360, Applied Epic, Hawksoft) and phone systems
• Familiar with HubSpot (CRM) is a plus

Perks and Benefits

* Health, dental, and vision plans

• Amazing work-life balance with 4 weeks of Paid Time Off
• 9 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistant programs for support in a healthy personal and work life

Why blithequark?

At blithequark, you'll be part of a team of trailblazers and visionaries who are revolutionizing the insurance industry. We're a vibrant and inclusive workplace where your ideas matter, and you'll have the opportunity to:

• Engage in groundbreaking projects that are reshaping the insurance landscape
• Collaborate with a group of dedicated, like-minded professionals
• Experience a culture that prioritizes growth and development

Compensation Range

$21/hr - $25/hr

Equal Opportunity Employer

blithequark is an equal-opportunity employer committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics. If you need accommodation, please let us know during the interview process.

How to Apply

If you're a motivated and customer-focused individual with a passion for insurance, we encourage you to apply for this exciting opportunity. Please visit our website to submit your application. Apply for this job