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Entrata · 2 days ago

Homebody CSR II

Lehi, Utah

Full-time

Hybrid

New Grad, Entry Level

$12.88/hr - $19.47/hr

Entrata is a global leader in property management software, dedicated to enhancing living experiences through innovative solutions. They are seeking an entry-level Insurance Customer Service Representative (CSR) to provide essential customer support within the insurance domain, addressing routine inquiries and assisting with policy updates and claims. The ideal candidate will collaborate with colleagues and contribute to team projects while maintaining a high level of customer satisfaction.

LeasingMobile PaymentsOnline PortalsPaaSProperty ManagementPropTechReal EstateSaaSSoftware

Responsibilities

Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies

Proactively engage in cross-selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations

Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service

Collaborate with internal teams to escalate and resolve more complex issues under supervision

Maintain accurate customer records, ensuring all interactions and policy updates are properly documented

Follow established procedures and guidelines to ensure compliance with state and federal regulations

Support senior team members in handling projects and assignments, contributing to team goals

Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients

Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings

Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions

Qualification

Insurance knowledgeCustomer service experienceComputer applications proficiencyProblem-solving skillsEagerness to learnCommunication skillsDetail-orientedCollaborative mindset

Required

Basic understanding of insurance industry practices and concepts

Proficiency in using computer applications for data entry and record-keeping

Strong written and verbal communication skills

Ability to follow standard instructions and established processes

Demonstrated problem-solving skills within a limited scope

Detail-oriented approach to completing tasks accurately

Collaborative mindset for effective teamwork

Eagerness to learn and develop competence

Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations

Preferred

College or university degree in a relevant field or equivalent work experience

Familiarity with Entrata software and tools

Previous customer service experience in the insurance sector

Intermediate knowledge of insurance principles and terminology

Ability to adapt to evolving processes and procedures

Demonstrated ability to handle a high volume of customer interactions

Basic understanding of insurance industry practices and concepts

Benefits

Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.

Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.

HSA/FSA options and employer-paid disability benefits provided for eligible employees.

Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.

Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.

Family-centric leave policies supporting new parents during significant life events.

Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.

Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.

Bi-annual swag drops for employees.