Insurance Customer Service Representative

Entrata is a global leader in AI-driven property management technology, and they are seeking an entry-level Insurance Customer Service Representative to join their team. The CSR will provide essential customer support within the insurance domain, addressing inquiries, policy updates, and basic problem-solving tasks while collaborating with colleagues and contributing to projects.ResponsibilitiesRespond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policiesProactively engage in cross-selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulationsAssist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient serviceCollaborate with internal teams to escalate and resolve more complex issues under supervisionMaintain accurate customer records, ensuring all interactions and policy updates are properly documentedFollow established procedures and guidelines to ensure compliance with state and federal regulationsSupport senior team members in handling projects and assignments, contributing to team goalsStay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clientsParticipate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offeringsEnsure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactionsSkillsBasic understanding of insurance industry practices and conceptsProficiency in using computer applications for data entry and record-keepingStrong written and verbal communication skillsAbility to follow standard instructions and established processesDemonstrated problem-solving skills within a limited scopeDetail-oriented approach to completing tasks accuratelyCollaborative mindset for effective teamworkEagerness to learn and develop competenceAbility to identify customer interest in additional products and services, in line with applicable state and federal regulationsCollege or university degree in a relevant field or equivalent work experienceFamiliarity with Entrata software and toolsPrevious customer service experience in the insurance sectorIntermediate knowledge of insurance principles and terminologyAbility to adapt to evolving processes and proceduresDemonstrated ability to handle a high volume of customer interactionsBasic understanding of insurance industry practices and conceptsBenefitsFlexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.HSA/FSA options and employer-paid disability benefits provided for eligible employees.Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, gym memberships, mental health resources, wellness challenges, and employee assistance programs.Entrata Cares programs offers opportunities for volunteerism, charity events, and giving back to our community.Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.Bi-annual swag drops for employeesCompany OverviewEntrata is a property management software company that provides a comprehensive platform for the multifamily housing industry. It was founded in 2003, and is headquartered in Lehi, Utah, USA, with a workforce of 1001-5000 employees. Its website is https://www.entrata.com/.



Apply To This Job