Customer Service Escalation Specialist

Work set-up: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

Valid Florida Insurance License (2-20 or 20-44)., Minimum of 5 years of experience in Florida homeowners insurance, in agency or underwriting roles., High school diploma required; college education preferred., Strong analytical, communication, and problem-solving skills, with proficiency in Microsoft Office..

Key responsibilities:

  • Handle escalated customer calls and emails, making decisions on complex issues.
  • Research and resolve escalated endorsements and policy reinstatements.
  • Assess customer concerns and provide written responses, ensuring quality and accuracy.
  • Identify trends and recommend procedural improvements to enhance customer experience.

Windward Risk Managers logo
Windward Risk Managers Insurance SME https://www.windwardrisk.com/
201 - 500 Employees
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Job description

Job Details
Job Location:    Corporate Office - Boca Raton, FL
Position Type:    Full Time
Education Level:    4 Year Degree
Salary Range:    $23.07 - $26.44 Hourly
Travel Percentage:    Negligible
Job Category:    Customer Service
Description

Position Summary:

We are seeking a dedicated Corporate Customer Service Specialist to join our team. This role involves managing escalated and complex customer matters received through phone calls, emails and processing requests. The ideal candidate will possess strong problem-solving and troubleshooting skills, as the position requires making decisions beyond standard guidelines. Please note this role is not part of the New Business/Renewal Underwriting Department.

 

Essential Functions:

  • Handle escalated phone calls referred by the front-line customer service team
  • Research and make decisions on escalated endorsements
  • Assess and determine reinstatement for policies canceled due to non-payment
  • Respond to and triage emails from internal departments, making appropriate decisions
  • Provide written responses to customer questions and concerns
  • Assist in conducting quality reviews of customer service calls and related transactions
  • Identify trends in customer service and processing issues, recommending procedural changes focused on retention and enhancing customer experience
  • Identify opportunities for system improvements and provide actionable recommendations
  • Offer support during catastrophic weather events as needed
  • Perform other duties and projects as assigned
Qualifications

Required Education and Experience:

  • Valid Florida Insurance License (2-20 or 20-44)
  • High school diploma is required; college education is preferred
  • Minimum of 5 years of current experience in Florida homeowners insurance, either in an agency or underwriting setting

 

Preferred Qualifications:

  • Bilingual in English and Spanish is preferred
  • Experience or education in training and procedural documentation is a plus

Essential Skills:

  • Advanced knowledge of Florida homeowners coverage, industry challenges, and basic underwriting practices
  • Strong analytical and critical thinking skills with the ability to think strategically
  • Exceptional attention to detail, particularly in complex or sensitive cases
  • Proven ability to collaborate effectively across teams to resolve high-priority issues
  • Excellent time management skills and the ability to adapt to changing priorities
  • Strong work ethic and discipline, especially while working remotely
  • Outstanding written communication skills, including excellent editing and proofreading abilities for professional correspondence
  • Excellent oral and interpersonal communication skills, maintaining professionalism under stress and effectively engaging with various audiences
  • Ability to demonstrate empathy while remaining objective
  • A proactive mindset with a “can do” attitude
  • Advanced proficiency in Microsoft Office, particularly Excel and Word

 

If you meet these qualifications and are ready to take on new challenges in a dynamic environment, we encourage you to apply.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Troubleshooting (Problem Solving)
  • Decision Making
  • Analytical Skills
  • Problem Solving
  • Microsoft Office
  • Customer Service
  • Training And Development
  • Collaboration
  • Communication
  • Time Management
  • Strong Work Ethic
  • Detail Oriented
  • Empathy

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