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About the Role
Join a high-growth, tech-driven insurance agency that is transforming the industry. As a Customer Intake Specialist, you will be the face of this transformation, interacting directly with business owners to gather information and ensure a stellar client experience.
Responsibilities
- Assist with corresponding to high-volume and back-to-back phone calls.
- Learn to differentiate the different business operations the agency works with.
- Represent the agency professionally and maintain a high-level customer experience.
- Directly speak with business owners to gather necessary information to determine insurance coverage.
- Enter 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.
- Insurance brokerage, retail, and/or wholesaler experience is a plus.
- Proficient in Microsoft Office or willing to learn.
- Comfortable using call-center software programs or Customer Relationship Management (CRM) systems.
- Bilingual in Spanish is a plus.
Skills
- Customer service
- Data entry
- Communication
- Microsoft Office
- CRM software
Location
- San Francisco, CA
- USA
Work Type
- Onsite
- Remote
Experience Level
- Depending on experience
Education Level
- Dedicated mentorship & training
Salary/Compensations
- $55,000 - $65,000
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off
- Paid company holidays
About the Company
- A tech giant looking to fundamentally change the insurance industry.
- In high-growth mode, blending cutting-edge technology with a stellar client experience.
- Reshaping the insurance industry like social media reshaped societal interaction.