Insurance Operations Specialist

3 weeks ago


Dallas, Texas, United States HirefinderRPO Full time

HirefinderRPO is seeking a highly skilled Customer Success Representative to join our team. As a key member of our operations team, you will play a critical role in delivering exceptional customer experiences and driving business growth.

About the Role

This is a long-term career position with opportunities for growth within the company. Ideal candidates will possess excellent analytical and communication skills, as well as 3+ years of experience in the insurance industry.

Key Responsibilities
  • Answer high-volume phone calls daily, providing efficient and effective customer service
  • Process changes to active policies, ensuring accuracy and compliance with established processes
  • Enter client data into insurance quoting systems, maintaining accurate records
  • Obtain underwriting approval by completing insurance applications and gathering required documentation
Requirements

To be successful in this role, you will need:

  • 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency
  • Property and Casualty license
  • Meticulous attention to detail, with the ability to carefully review insurance policies and contracts
  • Capacity to analyze insurance data, identify potential risks, and provide solutions
  • Excellent communication skills, with the ability to address client concerns and provide insight and solutions
  • Processed-oriented approach, with the ability to follow established workflows and contribute to process improvements
  • Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat
Compensation

The estimated salary for this role is $60,000 - $80,000 per year, depending on experience and qualifications.



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