Customer Service Representative

Trucker Path Insurance; Phoenix (AZ); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

AI-First Innovation

Health Insurance

Paid Time Off

Discounted Gym Memberships

Paternity Leave

Employee Assistance Program

Team Building

Growth Opportunities

Tools To Do the Job

What Else

Job summary

Trucker Path Insurance in Phoenix, AZ, is seeking a dependable Customer Service Representative to support commercial trucking clients. You will process policy changes, handle documentation, and maintain strong communication with underwriters and brokers.

Based in our Downtown Phoenix office, you will start in-office five days a week, then transition to a hybrid schedule with three in-office days. A proactive, detail-oriented mindset is essential for success.

Qualifications

• Minimum of 2 years in a commercial lines CSR or account support role at a retail agency/broker (trucking focus preferred).
• Active Arizona Property & Casualty license (or ability to obtain prior to start).
• Customer-focused with a positive and solution-oriented attitude.
• Clear and compassionate communicator who can handle multiple tasks with care.
• Team player who thrives in a collaborative setting and is eager to learn.
• Calm, professional presence in client interactions and internal conversations.
• Strong written and verbal communication skills; build rapport with truckers, brokers, and underwriters.
• Tech-savvy with agency management systems (Applied Epic) and Microsoft Office.
• Self-motivated with excellent organizational skills and attention to detail.

Responsibilities

• Processing policy endorsements, cancellations, certificates of insurance, binders, and billing documentation.
• Reviewing and updating policy documents to ensure accuracy and resolve discrepancies.
• Providing responsive and thoughtful customer service to commercial insurance clients.
• Staying current on carrier products, underwriting guidelines, and TPI procedures.
• Working closely with producers and underwriters to meet client needs quickly and thoroughly.
• Assisting with document management and supporting client communications in a timely, professional manner.

Skills

Customer-focused

Communication skills

Team player

Organizational skills

Problem-solving

Education

Arizona Property & Casualty license

Tools

Applied Epic

Microsoft Office

Job description

Description

Who are We?

Trucker Path is a leading technology platform in the freight and logistics industry, trusted by over a million drivers and carriers for navigation, load planning, and operational efficiency tools. With deep insight into the commercial trucking ecosystem, Trucker Path continues to expand its offerings to better serve the evolving needs of its users.

Trucker Path Insurance (TPI) is a sibling company to Trucker Path under the Moatable, Inc. umbrella, created to provide innovative and accessible insurance products tailored specifically for truckers, fleets, and owner-operators.

Why Choose TPI?

Trucker Path Insurance (TPI) aims to revolutionize how commercial drivers access insurance by streamlining processes, delivering value, and driving long-term customer relationships. As we rapidly grow our national footprint, we are building a world-class team focused on supporting the trucking industry with best-in-class insurance solutions.

What's the Job?

We're hiring a dependable and service-oriented Customer Service Representative (CSR) to support our commercial trucking clients with care, accuracy, and efficiency.

Reporting to the Service Manager, the Customer Service Representative will play a critical part in delivering an exceptional client experience — processing policy changes, assisting with documentation, and ensuring smooth communication between underwriters, producers, and clients.

What Will You Do?

This is a hands-on, detail-focused role ideal for someone who takes pride in helping others, enjoys problem-solving, and thrives in a collaborative, fast-paced environment. You'll work closely with the operations team to help maintain high levels of customer satisfaction and retention.

What does the day to day look like?

• Processing policy endorsements, cancellations, certificates of insurance, binders, and billing documentation
• Reviewing and updating policy documents to ensure accuracy and resolve discrepancies
• Providing responsive and thoughtful customer service to commercial insurance clients
• Staying current on carrier products, underwriting guidelines, and TPI procedures
• Working closely with producers and underwriters to ensure client needs are met quickly and thoroughly
• Assisting with document management and supporting client communications in a timely, professional manner

What's the work location?

You’ll be based out of our Downtown Phoenix, Arizona office, and this role requires candidates who reside in the Phoenix metro area. During onboarding and training, you’ll work in-office five days a week to build momentum, meet your teammates, and ramp up with hands-on support. Once key training milestones and performance metrics are met, you’ll transition to a hybrid schedule of three in-office days per week — giving you the flexibility to balance focused work and in-person collaboration.

Requirements

What are We Looking For?

• Have a minimum of 2 years of experience in a commercial lines CSR or account support role at a retail agency/broker (trucking focus preferred)
• Hold an active Arizona resident Property & Casualty license (or ability to obtain prior to start)
• Are customer-focused with a positive and solution-oriented attitude
• Are a clear and compassionate communicator who can handle multiple tasks with care
• Are a team player who thrives in a collaborative setting and is eager to learn
• Bring a calm, professional presence to client interactions and internal conversations
• Have strong written and verbal communication skills, with the ability to build rapport with truckers, brokers, and underwriters
• Are tech-savvy and comfortable with agency management systems (Applied Epic) and the Microsoft Office Suite
• Are self-motivated with excellent organizational skills and attention to detail

Anything else? Absolutely! Benefits and Perks:

This is a place where every day we are inspired by our teammates, encouraging each other to be our best. The environment is friendly and supportive! And we feel it's important to reward our team with competitive pay and benefits. Here are some of the highlights:

• AI-First Innovation: We’re building toward becoming an AI-native company — and our employees are part of that journey. You’ll have access to leading AI tools, hands‑on learning opportunities, and real‑world exposure to how AI is transforming business. We believe the future belongs to those who learn it early — and we invest in helping you do exactly that.
• Health Insurance: Only $100 per month for medical coverage for employee only! And the ability to add dependents or choose an alternative plan and receive a wellness credit to keep your costs down.
• Paid Time Off: Work hard, play hard! A total of three weeks of time off during the calendar year.
• Discounted Gym Memberships: Pay only $28 per month to join a gym! This discount program is available to all employees on our medical insurance plans. Stay fit while keeping more money in your wallet!
• Paternity Leave: We support our team members as they grow their families! Once you qualify for FMLA, you are eligible to receive up to 6 weeks of paid paternity time to bond with a new child.
• Employee Assistance Program: We are proud to offer free access to SupportLinc, a global platform that provides on‑demand care as you navigate personal or professional challenges. This confidential and compassionate support system is available to you and your family members anytime you need help.
• Team Building: We may work across time zones and countries, but we’re still united. We host a monthly schedule of team activities, quarterly town halls, open Q&A sessions, and other special events…so many fun ways for us to connect and support one another.
• Growth Opportunities: When our people grow…we grow! We offer leadership training, development journeys for core teams, and coaching/mentoring opportunities. Constant growth and development are inherent in our culture.
• Tools To Do the Job: We ensure you are hooked up with the tools, equipment, and systems you need. We begin the process prior to your start date, so you are ready to rock ’n roll on your first day!
• What Else: We provide a 401(k)-company match and 100% company‑paid life/AD&D insurance/short‑term disability. Our ultimate goal is to support you and your overall wellness.

Join our growing team and let's have fun building this business together!

Trucker Path Insurance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.