Experienced Digital Customer Service Representative – Insurance and Account Management Expertise for blithequark

Introduction to blithequark

At blithequark, we are pioneers in insurance technology, operating the largest online insurance marketplace for small businesses in the U.S. Our cutting-edge, proprietary technology platform empowers business owners to effortlessly compare and purchase the insurance they need. We also license this platform to select industry participants seeking to enhance their client service capabilities. With integrations with every major U.S. carrier, managing over $400M in premium annually, and licensure in all 50 states, blithequark is a leader in the insurance technology sector.

Our company culture values fun at work, personal and company integrity, and teamwork. We believe that success is a team effort and foster a service mentality both within and outside our organization. Our fast-paced team is driven by results and is passionate about delivering exceptional service to our clients. As a virtual-first eCommerce workplace, we prioritize flexibility and offer access to office space in our Chicago location as a resource, rather than a daily requirement.

Job Overview

We are seeking a highly skilled Digital Customer Service Representative to join our dynamic team at blithequark. This role is viewed as a developmental position, with the objective of acquiring the skills, proficiencies, and sustained performance to support our Digital Producers and Account Managers in retaining and servicing the blithequark book of business. As a key member of our team, you will play a vital role in delivering exceptional customer service, ensuring seamless account management, and driving business growth.

Key Responsibilities

• Obtain and maintain approved state licenses
• Conduct quality assurance reviews of all bound policies
• Process endorsements, certificates of insurance, and invoices
• Address billing questions for new and renewal policies
• Handle non-pay cancellation notices from carriers and follow up on payments due
• Perform post-bind process and policy reviews
• Identify cross-sell opportunities and coordinate account servicing
• Collaborate with carriers and work within carrier sites to process billing and endorsements for clients
• Demonstrate superior Microsoft Office skills and strong organizational, customer service, and time management abilities
• Comfortably work with outbound dialing and engage in phone conversations with clients
• Develop and maintain effective communication with clients via phone and email
• Utilize multi-tasking skills in a fast-paced environment and work comfortably in a remote setting

Additional Responsibilities

• Assist Producers and Account Managers in responding to alerts in the agency management system
• Act as a concierge for clients post-bind, addressing billing and servicing questions
• Proactively send emails to clients introducing their Account Manager and providing contact information
• Facilitate the post-bind process, policy review, and maintain well-documented Agency Management files
• Support the policy cancellation process and assist with customer servicing requests
• Deliver exceptional customer service to delight clients in every interaction
• Develop a comprehensive understanding of processes in the agency management system
• Prioritize and support Producers and Account Managers, while utilizing carrier trainings and coverage training
• Build strong communication with Underwriters and address client needs in a timely and thoughtful manner

Qualifications and Requirements

To be successful in this role, you should possess:

• Property and Casualty License
• 1-2 years of relevant insurance experience
• Familiarity with Customer Account Servicing in regulated/financial services experience (preferred)
• High School Degree (required) and a 4-Year Degree (preferred)
• Proficiency in Word processing, spreadsheets, email software, and other related programs
• Experience working with 3rd Party or Agency management systems, Various Web Applications, Client or blithequark Agent portals, and other related online applications

Skills and Competencies

The ideal candidate will possess:

• Strong customer service and communication skills
• Ability to work in a fast-paced environment and prioritize tasks effectively
• Excellent organizational and time management skills
• Proficiency in Microsoft Office and ability to learn new software and systems
• Comfort with outbound dialing and phone conversations
• Ability to work independently and as part of a team
• Strong problem-solving and analytical skills

Career Growth and Development

At blithequark, we are committed to the growth and development of our team members. As a Digital Customer Service Representative, you will have opportunities to:

• Develop your skills and knowledge in the insurance industry
• Advance your career in account management and customer service
• Work with a dynamic and supportive team
• Participate in training and development programs to enhance your skills and knowledge

Work Environment and Company Culture

At blithequark, we value our company culture and strive to create a positive and supportive work environment. As a virtual-first company, we offer:

• Flexibility and autonomy in your work
• Access to office space in our Chicago location (optional)
• A dynamic and supportive team
• Opportunities for growth and development
• A fun and collaborative work environment

Compensation and Benefits

We offer a competitive salary range of $45,000-$50,000, depending on experience and location. Our benefits package includes:

• Comprehensive health insurance
• 401(k) matching program
• Paid time off and holidays
• Opportunities for professional growth and development
• A dynamic and supportive work environment

Conclusion

If you are a motivated and customer-focused individual looking to join a dynamic and growing company, we encourage you to apply for the Digital Customer Service Representative role at blithequark. With opportunities for growth and development, a supportive team, and a competitive compensation package, this is an exciting opportunity to take your career to the next level. Apply now to join our team and contribute to the success of blithequark!