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Insurance Customer Service Representative

Utah, United States (Hybrid)

Insurance Customer Service Representative

2 Months ago • All levels • Customer Service

About the job

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Job Description

Entrata seeks an entry-level Insurance Customer Service Representative with basic understanding of insurance practices, proficiency in computer applications, strong communication skills, and a detail-oriented approach to address customer inquiries, policy updates, and basic problem-solving tasks.

Must have:

Insurance Industry
Computer Applications
Strong Communication
Detail-Oriented

Good to have:

Cross-Selling
Upselling Products
Policy Updates
Claims Inquiries

Perks:

Flexible Culture
Comprehensive Benefits

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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, 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 diverse 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.

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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