Policy Services Representative jobs in United States
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Slide · 2 days ago

Policy Services Representative

Slide Insurance is an innovative company that values collaboration and passion. They are seeking a Policy Services Representative to deliver exceptional customer support, assist clients with policy-related inquiries, and ensure customer satisfaction in a call center environment.

Artificial Intelligence (AI)Financial ServicesInsuranceInsurTechProperty Insurance
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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 LicenseHomeowners Insurance experienceMSO/365 proficiencyOrganizational skillsAdaptabilityCommunication skills

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

Preferred

Homeowners Insurance experience preferred

Benefits

Comprehensive and affordable benefits package
Lifestyle Spending Account

Company

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.

Funding

Current Stage
Public Company
Total Funding
$770M
Key Investors
Regions Bank
2025-06-18IPO
2025-05-14Debt Financing· $250M
2024-06-27Debt Financing· $175M

Leadership Team

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Bruce Lucas
Founder, CEO
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Company data provided by crunchbase