Licensed Customer Service Representative II

Aspire General Insurance; Rancho Cucamonga (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

PTO

Company observed Holidays

Job summary

Aspire General Insurance is looking for a Licensed Customer Service Representative in Rancho Cucamonga, California. You will handle client inquiries, maintain policies, and ensure outstanding service to our customers.

Candidates must hold an active Property & Casualty license and have a solid understanding of insurance practices. The role offers benefits like medical, dental, vision, PTO, and 401k.

Qualifications

• Current California Property & Casualty license or Personal Lines license required.
• Strong knowledge of insurance terminology and concepts.
• Ability to manage increased levels of responsibility.

Responsibilities

• Answer calls and resolve issues with insureds and producers.
• Process requests through faxes, emails, and phone.
• Maintain standards according to Aspire General Insurance policies.

Skills

Insurance terminology knowledge

Problem-solving abilities

Bilingual in Spanish

Microsoft Office proficiency

Strong communication skills

Education

Current California Property & Casualty license

Job description

Aspire General Insurance Company and its affiliated general agent, Aspire General Insurance Services, are on a mission to deliver affordable specialty auto coverage to drivers without compromising outstanding service.

Our company values can best be described with ABLE: to always do the right thing, be yourself, learn and evolve, and execute.

About The Role

Under the direction of the Department Supervisor, the Licensed Customer Service Representative (Customer Service Representative 2) performs the essential functions of the position, which include servicing the needs of clients and making changes to existing accounts. Specific service and underwriting responsibilities are required. The candidate must meet service and underwriting standards and perform essential functions at or above the quality and service standards of Aspire General Insurance Services, LLC.

What You'll Do

• Answer incoming calls and chats, analyze questions and concerns from insureds and/or producers to resolve issues in a timely manner.
• Answer technical questions from producers and assist them in navigating the system.
• Process incoming faxes, emails, and phone requests, responding promptly and appropriately.
• Solicit additional data from insureds or producers, explain the basis for underwriting determinations, and report risk alerts to underwriting.
• Determine reasons for cancellation requests and follow the procedure for retention.
• Comply with state and federal laws, Department of Insurance criteria, insurance carrier, and Aspire General's policies, procedures, and work rules.
• Review, evaluate, and issue endorsements.
• Produce grammatically correct and clearly written correspondence including letters, memos, reports, emails, and policy file documentation.
• Maintain prompt and regular attendance.
• Perform other duties as assigned.

Requirements

• Current California Property & Casualty (P&C) license or Personal Lines license required. Current P&C licenses in Michigan, Texas, Washington, Oregon, Nevada, and Arizona are preferred. All required licenses must be active and in good standing on the date of hire. Failure to meet this requirement may result in the withdrawal of the employment offer.
• Ability to manage increased levels of responsibility.
• Strong knowledge of insurance terminology, concepts and coverage and ability to read, analyze, and interpret industry periodicals, technical procedures, and governmental regulations.
• Familiar with Microsoft Office; ability to use the Internet and adapt to new software programs and changes in technology.
• Ability to set priorities and perform multiple tasks.
• Ability to solve practical problems, deal with concrete variables in situations, and interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to negotiate.
• Ability to adapt to a paperless environment.
• Bilingual in Spanish preferred.

Benefits: Medical, Dental, Vision, HSA*, PTO, 401k, Company observed Holidays

Individuals seeking employment at Aspire General Insurance Services LLC are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation in accordance with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Compensation may vary based on several factors, including candidate's individual skills, relevant work experience, location, etc.