Customer Service Representative

Universal Insurance Programs, LLC; Phoenix (AZ); Hybrid; USD 40,000 - 45,000; Full time

Benefits offered by this job

Medical, Dental, and Vision benefits

401(k) with company match

Paid vacation

Company holidays

Hybrid work schedule

Job summary

Universal Insurance Programs, LLC in Phoenix, AZ, is seeking a Customer Service Representative to deliver exceptional service to insureds, agents and partners. You will handle policy servicing, COIs/EOIs, endorsements, and maintenance of client records.

The role supports underwriting and service teams in a fast-paced, collaborative environment. A professional demeanor, strong communication, and accuracy are essential; insurance experience is preferred but not required.

Qualifications

• Strong customer service skills with a professional and positive attitude.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Ability to work independently while contributing to a collaborative team environment.
• Strong work ethic and commitment to delivering exceptional service.
• Insurance experience preferred, but not required.

Responsibilities

• Provide outstanding customer service to insureds, agents, and business partners
• Respond to phone calls, emails, and service requests in a timely and professional manner
• Process Certificates of Insurance (COIs) and Evidence of Insurance (EOIs)
• Assist with policy endorsements, changes, cancellations, and reinstatements
• Request and track loss runs
• Maintain accurate account records and policy documentation
• Follow up on outstanding items and policy requirements
• Assist with policy issuance and delivery
• Maintain clear and consistent communication with clients, agents, carriers, and internal teams
• Support underwriting and service teams with administrative tasks as needed
• Contribute to a team-oriented environment focused on service, accountability, and continuous improvement

Skills

Customer service

Communication

Attention to detail

Multitasking

Independent work

Team collaboration

Tools

Applied EPIC

AMS360

Microsoft Office Suite

Carrier portals

Online underwriting tools

Job description

As a Customer Service Representative, you will play a key role in delivering exceptional service and support to UIP's insureds, agents, and business partners. This position focuses on policy servicing, account maintenance, processing requests, and ensuring a positive customer experience. You will work closely with clients, brokers, carriers, and internal teams to provide timely and accurate service while supporting UIP's commitment to excellence.

What You Will Do

• Provide outstanding customer service to insureds, agents, and business partners
• Respond to phone calls, emails, and service requests in a timely and professional manner
• Process Certificates of Insurance (COIs) and Evidence of Insurance (EOIs)
• Assist with policy endorsements, changes, cancellations, and reinstatements
• Request and track loss runs
• Maintain accurate account records and policy documentation
• Follow up on outstanding items and policy requirements
• Assist with policy issuance and delivery
• Maintain clear and consistent communication with clients, agents, carriers, and internal teams
• Support underwriting and service teams with administrative tasks as needed
• Contribute to a team-oriented environment focused on service, accountability, and continuous improvement

What You Will Need

• Strong customer service skills with a professional and positive attitude
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Ability to work independently while contributing to a collaborative team environment
• Strong work ethic and commitment to delivering exceptional service
• Insurance experience preferred, but not required

Preferred Qualifications

• Previous customer service experience in insurance
• Experience handling client inquiries and resolving customer issues
• Experience working in a fast-paced office environment
• Familiarity with commercial insurance terminology and processes

Tools & Technology

Experience with or can learn:

• Agency Management Systems (e.g., Applied EPIC, AMS360)
• Microsoft Office Suite (Excel, Outlook, Teams)
• Carrier portals and online insurance platforms
• Online underwriting tools and policy management systems

The Details

• Phoenix, AZ-based position with a hybrid work schedule
• Competitive salary & bonus opportunity(Range $40,000 - $45,000 based on experience)
• Comprehensive Medical, Dental, and Vision benefits
• 401(k) with company match
• Paid vacation and company holidays
• Opportunity to grow your career within a rapidly expanding, relationship-driven organization