Wholesale Customer and Operations Representative

Jobtailor; Arizona; On-site; USD 40,000 - 60,000; Full time

Job summary

Jobtailor in Arizona seeks an Insurance Customer Service Specialist to handle quotes, policy processing, and billing inquiries. You will be the first point of contact for calls, emails, and chats, supporting underwriting tasks and carrier processes.

The role requires strong communication, knowledge of insurance workflows, and proficiency with Microsoft Office. Eligible candidates may travel up to 5% and hold a Property and Casualty Producer License in their resident state.

Qualifications

• Experience delivering customer-driven solutions, support or service.
• Proficiency with PC software including Microsoft Office, Internet Explorer, Outlook and Excel.
• Solid knowledge of insurance or brokerage customer service or policy processing processes, terms and procedures.
• Experience in customer service for insurance or brokerage products.
• Knowledge of state-specific regulations and system/procedural support for insurance or brokerage products.
• Knowledge of underwriting processing, servicing or billing guidelines.
• Experience using reference materials, reading policy language, and processing rules and procedures.
• Strong written and verbal communication skills.

Responsibilities

• Serve as the first point of contact for calls, emails, and chats regarding quotes, binding support, inquiries, policies, and billing.
• Assist agents with carrier information and general processes.
• Prepare and release coverage and premium financing quotes.
• Process policy information, including issuance of certificates, per carrier specifications.
• Order inspections as requested.
• Escalate complex issues to subject matter experts.
• Develop standard work processes, mentor team members and provide project support.
• Complete other assignments or participate in projects based on skills and experience.

Skills

Customer Service Experience

Written & Verbal Communication

Problem Solving

Team Collaboration

Mentoring

Tools

Microsoft Office

Excel

Outlook

Internet Explorer

Job description

• Serve as the first point of contact and resolution for calls, emails and chats concerning quoting, online binding support, market inquiries, service issues, requests, policies, procedures and billing/account information
• Assist agents and staff with carrier information and general processes and procedures
• Prepare and release coverage and premium financing quotes
• Process policy information, including issuance of certificates, ensuring accuracy and completeness according to carrier specifications
• Order inspections as requested
• Escalate complex issues to appropriate subject matter experts
• Develop role-specific standard work processes, mentor team members and provide project support as requested
• Complete other assignments or participate in projects based on skills, achievements or experience

Requirements

• Demonstrated experience providing customer-driven solutions, support or service
• Demonstrated experience and proficiency using PC software applications, including Microsoft Office, Internet Explorer, Outlook and Excel
• Solid knowledge and understanding of insurance or brokerage customer service or policy processing processes, terms and procedures
• Demonstrated experience in customer service for insurance or brokerage products
• Solid knowledge of state-specific regulations and system/procedural support for insurance or brokerage products
• Solid knowledge and application of underwriting processing, servicing or billing guidelines
• Demonstrated experience using reference materials, reading policy language, and processing rules and procedures
• Demonstrated written and verbal communication skills
• Property and Casualty producer license for resident state required
• Up to 5% travel

Core Competencies

Demonstrates expertise in customer service for insurance and brokerage products, with a strong understanding of policy processing, underwriting guidelines, and state-specific regulations. Proficient in using Microsoft Office and other PC software applications to support quoting and billing processes.

Highest-signal resume keywords

• Customer Service Experience
• Insurance Policy Processing
• Microsoft Office Proficiency
• Property and Casualty Producer License
• Underwriting Processing Knowledge

ATS Optimization Keywords

Hard Skills

• Policy Processing
• Quoting
• Billing Guidelines
• Underwriting
• Insurance Terms
• Customer-Driven Solutions
• Reference Material Usage
• Policy Language Reading
• Service Issue Resolution
• Project Support

Soft Skills

• Written Communication
• Verbal Communication
• Mentoring
• Team Collaboration
• Problem Solving

Certifications & Qualifications

• Property and Casualty Producer License

Industry Keywords

• Insurance
• Brokerage
• Customer Service
• State-Specific Regulations
• Coverage Quotes
• Premium Financing
• Service Issues
• Policy Issuance
• Inspection Ordering
• Standard Work Processes

Tools & Technologies

• Microsoft Office
• Internet Explorer
• Outlook
• Excel