Insurance Consultant

About the Role

We are seeking customer-focused and detail-oriented Non-Licensed Insurance Service Representatives to join our growing team. In this role, you will serve as a primary point of contact for customers, providing support with policy inquiries, account maintenance, billing questions, and general insurance-related services. Representatives will focus on delivering an exceptional customer experience while assisting customers with service needs. This is an on-site position in our Tucson location.

Key Responsibilities

• Provide outstanding customer service through inbound phone interactions.
• Assist customers with policy servicing requests, policy updates, billing inquiries, and general questions.
• Explain insurance products, coverage information, and policy details within the scope of a non-licensed representative.
• Accurately document customer interactions and maintain detailed records in company systems.
• Research and resolve customer concerns while ensuring a positive customer experience.
• Navigate multiple systems simultaneously to access account information and complete transactions.
• Adhere to all company policies, compliance requirements, and quality standards.
• Identify opportunities to transfer customers to licensed agents when required.
• Meet performance expectations related to quality, productivity, attendance, and customer satisfaction.

Work Environment

• Call center environment, secure workspace, taking back to back calls working on a computer.
• Ability to work scheduled shifts, including occasional overtime based on business needs.

Benefits

• Medical, dental, and vision coverage.
• Paid time off and holidays.
• 401(k) with company match.
• Employee assistance program.
• Career development and advancement opportunities.
• Paid training.

Requirements & Tech Stack

• High school diploma or equivalent.
• Strong verbal and written communication skills.
• Ability to effectively handle customer concerns in a professional and empathetic manner.
• Strong problem-solving and critical thinking skills.
• Ability to learn insurance concepts, processes, and systems.
• Proficiency with computers and the ability to navigate multiple applications.
• Ability to work in a structured environment while maintaining attention to detail.

Qualifications

Minimum 1 year of customer service experience.

Experience in a call center, contact center, healthcare, banking, retail, hospitality, or insurance environment.

Experience working with customer accounts, billing inquiries, or account maintenance.

Experience meeting quality and productivity goals.