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Insurance Customer Service Agent – Remote


This is a Contract position in Holbrook, AZ posted September 10, 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 Us

DealerPolicy 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 Responsibilities

  • Service 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.

  • An active Property & Casualty (P&C) Insurance License, required
  • Demonstrates 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.

DealerPolicy offers a comprehensive Benefits Package, which include

  • Medical, Dental and Vision Insurance
  • Health Savings Account with company match
  • FSA, Dependent Care FSA and Commuter pre-tax benefit
  • PTO allowance and holidays
  • 401(k) plan with company match
  • Discounted Edge & Fitness Membership
  • Wide variety of local discounts
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