Customer Intake Specialist - Insurance - Remote - San Francisco, CA
About the position This is an exciting opportunity for a driven individual looking for career growth in the insurance industry! We are seeking a vibrant and client-focused Customer Intake Specialist to be the first point of contact. This technology-driven insurance agency is in growth mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to the agency's success, this is a great opportunity for you!
Responsibilities
- Responsible for representing the agency professionally and maintaining a high-level customer experience.
- Directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
- Comfortable entering important data while speaking with clients.
- Communicate and assist with answering a high volume of phone calls.
Requirements
- Administrative, client-facing, or call center experience
- Strong communication and client service skills
- Proficient in Microsoft Office or willing to learn and be trained on new software systems
Nice-to-haves
- Insurance brokerage, retail, and/or wholesaler experience is a plus!
- Bilingual in Spanish is a plus!
Benefits
- Bonus opportunities!
- Company equipment provided
- Medical, dental, and vision coverage
- Paid time off and paid company holidays
- Great training and a dedicated leadership team