Customer Care Advocate

Traders Insurance Company; Kansas City (MO); Remote; USD 35,000 - 50,000; Full time

Job summary

Traders Insurance Company is seeking a Customer Care Advocate to deliver exceptional service to agency partners and policyholders. This full-time remote position requires strong analytical and communication skills to assist with inquiries and policy changes. Join a reliable company that values growth and offers a supportive work environment.

Benefits

Group Medical/Dental/Vision

Life Insurance

Paid Time Off

401K Plan

Training and Career Development

Opportunities for Advancement

Flexible Schedule (Remote or In-Office)

Qualifications

• At least 2 years of relevant work experience.
• Customer service experience in demanding environments.
• Strong analytical skills and attention to detail.

Responsibilities

• Provide first-line customer service for policy servicing.
• Initiate renewal, new business, and endorsement processes.
• Handle billing transactions and communicate account statuses.

Skills

Analytical skills

Problem-solving

Communication

Organization

Time management

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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About Traders Insurance

Reliable, Local Company, Providing Full-Time Remote Job Opportunities

Play an integral role in driving success, being part of a passionate team, working from home. We value your expertise and aim to create a supportive environment for growth. We are known for stability, reliability, and commitment to excellence. Join us to enjoy learning, development, and advancement opportunities.

Position Overview

As a Customer Care Advocate, you will deliver top-tier customer service to our agency partners, policyholders, and other stakeholders. Responsibilities include answering inquiries, providing solutions, and assisting with policy changes. You need excellent analytical, problem-solving, and communication skills to investigate policies, gather details, and communicate outcomes based on procedures and guidelines. You will use computerized systems for risk evaluation and data analysis. A successful candidate is passionate about customer service, thrives in a fast-paced environment, and takes ownership of their learning and development.

Key Responsibilities

1. Provide first-line customer service for policy servicing using call center best practices.
2. Initiate renewal, new business, and endorsement processes to assess insurability and compliance.
3. Handle billing transactions, accept payments, and communicate account statuses.
4. Prepare policy files for underwriting, gather information, and perform preliminary risk evaluations.
5. Interpret policies, manuals, forms, and endorsements to ensure proper understanding and action.
6. Ensure underwriting referral criteria are met and analyze data for policy decisions.
7. Make decisions to enhance customer experience by providing options, including new quotes if needed.
8. Work within authority limits and refer complex inquiries to supervisors.
9. Maintain compliance with quality, productivity, and regulatory standards, safeguarding sensitive information.
10. Build professional relationships with customers and team members, promoting a positive environment.
11. Adhere to company policies and adapt to a dynamic work environment.
12. Be receptive to feedback for ongoing performance and development.

Minimum Qualifications

• High school diploma or equivalent.
• At least 2 years of relevant work experience.
• Customer service experience in demanding environments.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong analytical skills and attention to detail.
• Math skills for manual calculations and communication.
• Effective organization and time management skills.
• Excellent verbal and written communication skills.

Compensation & Benefits

Salary depends on experience. Benefits include:

• Group Medical/Dental/Vision
• Life Insurance
• Paid Time Off
• 401K Plan
• Training and Career Development
• Opportunities for Advancement
• Flexible Schedule (Remote or In-Office)

Traders is an Equal Opportunity Employer.