Customer Experience Specialist - Licensed

Coterie Insurance; United States; Remote; USD 60,000; Full time

Job summary

An innovative firm is seeking a Customer Experience Specialist to enhance customer satisfaction in the commercial insurance sector. This role involves delivering efficient service, handling policyholder inquiries, and fostering strong customer relationships. As part of a mission-driven team, you will contribute to reshaping a $200B+ market by providing world-class service and improving account retention. With a focus on integrity and passion, this position offers the opportunity to work remotely while enjoying comprehensive benefits, including health insurance and a 401(k) match. Join us in making insurance effortless for small businesses!

Benefits

Health, dental, and vision insurance

Flexible PTO and holidays

401(k) with up to 4% match

Continuing education stipend

Basic life insurance

Qualifications

• 2+ years in customer success or account management.
• Knowledge of commercial insurance and compliance.

Responsibilities

• Handle policyholder and agent requests via phone and email.
• Build strong customer relationships and offer guidance.

Skills

Customer Success

Account Management

Communication Skills

Problem-Solving Skills

Data Analysis

Education

B.A. or B.S. degree

Tools

Microsoft Office

Salesforce

SharePoint

Power Automate

Job description

Customer Experience Specialist - Licensed

Join to apply for the Customer Experience Specialist - Licensed role at Coterie Insurance.

About Us

Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. Our innovative quoting platform delivers accurate pricing and bindable quotes in less than one minute, making small business insurance effortless.

We are on a mission to build a world-class team that brings speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you're eager to challenge yourself and reshape a $200B+ market, we want to hear from you!

Role Overview

The Customer Experience Specialist will deliver efficient, accurate service and have experience in commercial insurance. Your goal is to provide world-class customer service while improving customer account retention.

Responsibilities include:

1. Handling policyholder and agent requests via phone, email, and forms related to policy changes, payments, and inquiries.
2. Achieving first-interaction resolution to enhance satisfaction.
3. Monitoring and responding to voicemails promptly.
4. Cross-training for versatility within the team.
5. Participating in ongoing training and development.
6. Building strong customer relationships and offering guidance.
7. Meeting internal service level agreements and escalating issues when necessary.
8. Performing additional duties as assigned.

Qualifications

• B.A. or B.S. degree or equivalent.
• 2+ years in customer success, account management, or related field.
• Property & Casualty Producer license in your state, with willingness to pursue licensing in other states within 45 days.
• Knowledge of commercial insurance and compliance.
• Self-starter with a passion for improving insurance operations.
• Proficiency with Microsoft Office, especially Excel, SharePoint, Power Automate.
• Strong communication, interpersonal, and problem-solving skills.
• Ability to analyze customer data and work efficiently in a fast-paced environment.

Preferred Skills

• CISR or CIC designations.
• Experience with Salesforce.
• Insurtech industry experience.

Benefits

• 100% remote work.
• Health, dental, and vision insurance (premium paid by company).
• Basic life insurance (premium paid).
• Flexible spending or health savings accounts.
• 401(k) with up to 4% match.
• Flexible PTO and holidays.
• Continuing education stipend.
• Annual salary of $60,000 (hourly, non-exempt).

Work Authorization

Coterie Insurance cannot consider candidates requiring visa sponsorship. Applicants must have work authorization in the U.S. without sponsorship now or in the future.

Additional Details

• Seniority level: Entry level.
• Employment type: Full-time.
• Industry: Insurance.