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Slide · 4 days ago

Policy Services Representative

United States

Full-time

Remote

Entry Level

2+ years exp

Slide Insurance is a company driven by fun and innovation, and they are seeking a Policy Services Representative to join their team. The role involves delivering exceptional customer support, assisting clients with policy inquiries, and ensuring customer satisfaction through effective communication and documentation.

Artificial Intelligence (AI)Financial ServicesInsuranceInsurTechProperty Insurance

Growth Opportunities

Responsibilities

Deliver exceptional customer support by addressing incoming inquiries promptly and professionally

Assist clients with policy-related questions, providing accurate and clear information

Process payments, modifications, and escalate complaints across a number of communication channels

Respond in a timely manner to all customer inquiries

Document all customer interactions by entering in the database

Ensure that Call Center metrics are met regarding customer satisfaction and call management

Identify, and escalate, if necessary, any complex issues to leadership for resolution

Maintain records according to company standards, ensuring that procedures are properly followed, and that information is accurately documented

Perform other duties, as assigned

Qualification

FL 20-44 P&C LicenseCall Center ExperienceHomeowners InsuranceMSO/365 ProficiencyOrganizational SkillsCommunication SkillsAdaptability

Required

FL 20-44 P&C Personal Lines Agent License or a 90-44 Non-Resident Personal Lines License are required

High School diploma required

2+ years' recent experience in a Contact or Call Center required

Active FL 20-44 P&C Personal Lines Agent License or a 90-44 Non-Resident Personal Lines License required (this is what we help you get if you don't already have it!)

Strong organizational and time-management skills

Proven ability to be adaptable and flexible. Adjusting to new requirements or unforeseen issues

Strong written and verbal communication skills with the ability to professionally interact with team members in other departments

Proficient in MSO/365 applications such as Microsoft Teams, SharePoint, Word, Excel, PowerPoint and Outlook

Desire to live Slide's Core Values

Preferred

Homeowners Insurance experience preferred

Benefits

The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology!

Slide offers many opportunities to collaborate and innovate across the company and departments, as well as get to know other Sliders.

Benefits - Created using Slider feedback, Slide offers a comprehensive and affordable benefits package to cover all aspects of health...Physical, Emotional, Financial, Social and Professional.

A Lifestyle Spending Account is set up for each Slider and Slide contributes to it monthly for use on any benefit that individually suits you - Health Your Way!

Company

Slide

Glassdoor4.3

Slide is a technology-enabled insurance company that makes it easy for modern consumers to choose the right coverage for their unique needs and budgets.

Founded in 2021

Tampa, Florida, USA

201-500 employees