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DealerPolicy: Insurance Customer Service Agent – Remote


This is a Contract position in Adair Village, OR posted October 21, 2021.

Join a rapidly growing team of service professionals who are out to disrupt and transform the insurance and automotive retail industries. DealerPolicy is actively seeking a highly knowledgeable Customer Service Specialist who has sales and service experience with a strong focus on retention and customer loyalty. The Customer Service team’s work schedule, Mon-Sat will reflect that of our dealership partners to handle our customer’s needs.About UsDealerPolicy is a leader in the emerging Insurtech sector. With its seamless integration into the car buying process, the company’s innovative solution enables car-buying customers the opportunity to purchase insurance by connecting them real-time with licensed insurance agents while simultaneously completing the purchase of their new car. The company delivers these benefits through an industry-first combination of partnerships with car dealers, a growing insurance carrier network, and team of licensed insurance advocates.General ResponsibilitiesService our customer’s book of business’ by updating, renewing, rewriting and cross selling existing policies.Exercise proficiency in the knowledge of personal lines insurance to identify risk exposure and applicable coverage options to new and existing policies and their holders.Superior support to our customers by way of attentiveness, acting promptly and efficiently resolving problems with a sense of urgency.Engage with other agents, insurance carriers and managers to solve complex challenges for our customers.Remain informed and educated regarding DealerPolicy process and procedures, partnered insurance company coverages, exclusions, and options to provide customers with competitive coverage and cost options.Foster a culture of TOP NOTCH customer service and promote continuous improvement across all aspects of how we serve our clients.RequirementsAn active Property & Casualty (P&C)Insurance License, requiredDemonstrates the ability to assess and solve problems in real time by leveraging various technologies and/or team members concurrently, required.Relevant experience in a high volume, fast paced customer service role, preferred.Exceptional verbal and written communication skills.Strong organizational, and time management skills.Tech savvy with AMS 360, insurance quoting tools, and Microsoft products, preferred.Humble – A real team player and willing to put in the time and work hard. Understanding and compassionate.Hungry – Timeliness of getting things resolved. Sales and service goal and task oriented.Interpersonally Smart – Deescalate problems in real time. Comprehend and resolve issues pertaining to the customer through clear communication.Ability to work on Saturdays as part of a normal schedule.BenefitsDealerPolicy offers a comprehensive Benefits Package, which includeMedical, Dental and Vision InsuranceHealth Savings Account with company matchFSA, Dependent Care FSA and Commuter pre-tax benefitPTO allowance and holidays401(k) plan with company matchDiscounted Edge & Fitness MembershipWide variety of local discounts

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