Customer Service Rep (Property & Casualty)

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Associate or bachelor's degree in business preferred or equivalent experience in Personal Lines insurance., 2-4 years of agency experience in Personal Lines including homeowners and other lines., Thorough knowledge of Property/Casualty Insurance operations and policy elements is essential., Active 4-40 licenses are preferred but not required..

Key responsibilities:

  • Deliver quality customer service by answering inbound calls or chats from clients and agents regarding personal lines insurance policies.
  • Diagnose customer requests and provide solutions while balancing customer needs with company guidelines.
  • Manage call metrics and prioritize workflow to ensure efficient processing of transactions.
  • Develop successful customer relationships and take ownership of each call until resolution is reached.

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PEAK6 Financial Services Large https://peak6.com/
1001 - 5000 Employees
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Job description

Company Overview

FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.

When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.

Job Summary: Deliver quality customer service by answering inbound calls or chats from clients and/or agents for all personal lines insurance policies including (but not limited to) answering policy questions, endorsement changes, cancellation requests, policy payments/billing questions, providing requested documentation 

Start Date: June 9, 2025

Salary: Compensation is set an $20/hour, which reflects ($41,600 annually).

Duties/Responsibilities:  

  • Diagnosing customer requests at a foundational level, provide solutions and use a structured thought process to achieve results while balancing customers’ needs with company/carrier guidelines. 
  • Manage call metrics which include (but not limited to) call quality, average handle time, availability, hold times, as set by department standards. 
  • Prioritizes and manages workflow to ensure efficient, timely, and accurate process of transactions while adhering to the standard operating procedures. 
  • Develops successful customer relationships via the telephone and/or chat and ensures the highest level of customer service. 
  • Takes ownership of each call, handling until resolution is reached; includes follow-up as necessary to ensure the actions promised to the caller are completed. 
  • Utilizes knowledge of automated systems to review and issue non-premium bearing endorsements as well as answer questions, document conversations and document files. 
  • Requests additional documentation necessary for the processing of endorsements and cancellations. 
  • Communicates effectively with individuals/teams in the program to ensure high quality and timely expedition of customer requests. 
  • Reviews, organizes and forwards information to other areas for consideration. 
  • Assists agents with policy related questions and assists agents with system related questions. 

Education and/or Experience:  

  • Associate or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience.   
  • Must have thorough knowledge of Property/Casualty Insurance operations and policy elements. 
  • Active 4-40 licenses are preferred but not required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

Why join the FOCUS Team?  

The FOCUS Difference:

  • Medical, Dental, Vision, Life, Pet; Flexible Spending Account

  • Competitive Salaries

  • 401K Match  

  • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

  • Short and Long-Term Disability

  • Employee Support Programs, Including Mental Health

  • Tuition Reimbursement  

  • Matching Charitable Gift Program

  • Lucrative Referral Program

  • Commuter Benefits

  • Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington. 

 

 EEO

Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process. 

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Relationship Management
  • Time Management
  • Communication
  • Problem Solving

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