Customer Service Representative
$48,000–$52,000 year
HybridScottsdale, Arizona, United States
Job Summary
Deliver timely, accurate service to high-net-worth customers and broker partners across phone, chat, and email channels. Manage inbound inquiries, process policy transactions including quotes and cancellations, and verify identities per regulatory protocols. Serve as a key resource for agents by providing guidance on quote-to-bind activities and offering technical assistance on internal systems. Maintain detailed documentation of all interactions and proactively manage follow-ups to ensure timely resolution of open service items. Collaborate with internal stakeholders to resolve complex issues and consistently meet productivity and quality performance metrics.
Required Qualifications
- High school education
- 2+ years experience delivering high-quality customer service in a fast-paced call center environment
- Excellent written and verbal communication skills across multiple channels (phone, chat, email)
- Strong problem-solving, and interpersonal skills
- Demonstrated ability to manage competing priorities and meet deadlines in a fast-paced environment
- Proficiency with technology and ability to quickly learn new systems and platforms
- Commitment to teamwork, continuous improvement, and operational excellence
- Proficiency with technology and Microsoft Office
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