Insurance Customer Service Representative
3 Months ago • All levels
Customer Service
Job Description
Entrata is seeking an entry-level Insurance Customer Service Representative. The CSR will provide customer support, address routine inquiries, and handle policy updates. Responsibilities include responding to inquiries, cross-selling insurance products, assisting with policy updates and claims, maintaining records, and following regulations. The ideal candidate is detail-oriented with strong communication skills, eager to develop expertise, and will work collaboratively with colleagues and senior team members. The role involves providing accurate information and resolving issues regarding insurance policies.
Good To Have:
- College or university degree or equivalent experience.
- Familiarity with Entrata software.
- Previous customer service experience in insurance.
- Intermediate knowledge of insurance terminology.
- Ability to adapt to evolving processes.
- Ability to handle a high volume of interactions.
Must Have:
- Basic understanding of insurance practices and concepts.
- Proficiency in computer applications.
- Strong written and verbal communication skills.
- Ability to follow standard instructions.
- Demonstrated problem-solving skills.
- Detail-oriented approach to tasks.
- Collaborative mindset for teamwork.
- Eagerness to learn and develop.
- Ability to identify customer interest
Perks:
- Flexible and transparent culture with remote and hybrid work options.
- Comprehensive medical, dental, and vision coverage.
- HSA/FSA options and employer-paid disability benefits.
- Access to 401(k) or similar retirement plans.
- Wellness initiatives promoting physical and mental well-being.
- Family-centric leave policies.
- Entrata Cares programs offering opportunities for volunteerism.
- Exclusive Previ cell phone plan and discounts.
- Bi-annual swag drops.
Since its inception in 2003, driven by visionary college students transforming online rent payment, Entrata has evolved into a global leader serving property owners, managers, and residents. Honored with prestigious awards like the Utah Business Fast 50, Silicon Slopes Hall of Fame - Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans rent payments, insurance, leasing, maintenance, marketing, and communication tools, reshaping property management worldwide.
Our 2200+ global team members embody intelligence and adaptability, engaging actively from top executives to part-time employees. With offices across Utah, Texas, India, Israel, and the Netherlands, Entrata blends startup innovation with established stability, evident in our transparent communication values and executive town halls. Our product isn't just desirable; it's industry essential. At Entrata, we passionately refine living experiences, uphold collective excellence, embrace boldness and resilience, and prioritize different perspectives, endeavoring to craft a better world to live in.
Entrata Software in Lehi, Utah is seeking an entry-level Insurance Customer Service Representative (CSR) to join our team. The CSR will provide essential customer support within the insurance domain, utilizing foundational knowledge to address routine inquiries, policy updates, and basic problem-solving tasks. This role involves collaborating with colleagues, following established procedures, and contributing to projects. The ideal candidate is detail-oriented, possesses strong communication skills, and is eager to develop their expertise within the insurance industry.
Responsibilities
- Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies.
- Proactively 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 regulations.
- Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service.
- Collaborate with internal teams to escalate and resolve more complex issues under supervision.
- Maintain accurate customer records, ensuring all interactions and policy updates are properly documented.
- Follow established procedures and guidelines to ensure compliance with state and federal regulations.
- Support senior team members in handling projects and assignments, contributing to team goals.
- Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients.
- Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings.
- Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions.
Minimum Qualifications
- Basic understanding of insurance industry practices and concepts.
- Proficiency in using computer applications for data entry and record-keeping.
- Strong written and verbal communication skills.
- Ability to follow standard instructions and established processes.
- Demonstrated problem-solving skills within a limited scope.
- Detail-oriented approach to completing tasks accurately.
- Collaborative mindset for effective teamwork.
- Eagerness to learn and develop competence.
- Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations.
Preferred Qualifications
- College or university degree in a relevant field or equivalent work experience.
- Familiarity with Entrata software and tools.
- Previous customer service experience in the insurance sector.
- Intermediate knowledge of insurance principles and terminology.
- Ability to adapt to evolving processes and procedures.
- Demonstrated ability to handle a high volume of customer interactions.
- Basic understanding of insurance industry practices and concepts.
$12.88 - $19.47 an hour
This band covers the full salary range for the role. Your offer within this range will depend on factors like experience, skills, and internal equity.
Level - S3
Benefits:
Flexible 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, mental health resources, wellness challenges, and employee assistance programs.
Family-centric leave policies supporting new parents during significant life events.
Entrata Cares programs offering 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 employees
Currently, Entrata hires in Arizona, Idaho, Nevada, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, Illinois, and Tennessee for Exempt roles and Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for Non-Exempt roles. If you choose to apply and do not live in one of these states, your application may be reviewed on a case-by-case basis and salary ranges will be provided if required by state law
But members of the Entrata team aren’t just intelligent and ambitious, they’re the living embodiment of another core Value: “Excellent Alone, Better Together.” Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or any other applicable characteristics protected by law.
It’s a great place to work! Will you join us?
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