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Customer Service Representative

Role overview

Qualifications

  • Experience in customer support via phone, email and chat.
  • Excellent communication skills and phenomenal phone skills.
  • Well-organized, self-driven and able to work independently.
  • Licensed in Property & Casualty Insurance preferred.

Responsibilities

  • Expertly assess and evaluate the best path of resolution for customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring timely and effective solutions.
  • Contribute to a smooth and successful customer experience through the coordination of onboarding documents (insurance policies and supporting documentation) needed for sale finalization.
  • Apply problem-solving skills and understanding of insurance industry workflows to navigate complex situations, ensuring customers receive the best possible outcomes.
  • Assist in the development of new processes for the onboarding and retention of customers, providing feedback for improvements.

About the company

Insurify logo

Insurify

Insurance Brokerage & Agencies

Company details

Company typeSME
IndustryInsurance Brokerage & Agencies

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Job description

Warning: Fraudulent Job Adverts Beware of fraudulent activities claiming to represent Insurify. We are not associated with any entities soliciting personal information or payment. The safety of our job seekers is a top priority, and we actively work to prevent such incidents. Insurify will never request sensitive information or payment during the hiring process. Be cautious of text-only interviews, interviews conducted through Microsoft Teams, or suspicious offer letters. 

Why us? 

Insurify is one of America’s fastest-growing MIT FinTech startups and has been recognized as one of Inc. 5,000’s fastest-growing private companies in America in 2025, 2024, 2023, 2022 and 2021, Forbes Fintech 50 List for 2023, 2022, and 2021, Forbes Next Billion Dollar Startups of 2022 global and Top 100 InsurTech company. We’re changing the way millions of people compare, buy and manage insurance with artificial intelligence, technology, and superior product design.

Our company vision is to be recognized as the preeminent and most trusted digital agent for insurance comparison, purchase, and management. Our team is critical to achieving our vision and fostering the right culture is essential to our team’s success.

Join us if you like

  • $1.3 Trillion market opportunity
  • MIT alumni founders
  • Female-led startup
  • $130M total funding
  • Strong leadership team with experience from many successful startups around the world

How you will make an impact

  • Expertly assess and evaluate the best path of resolution for customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring that customers receive timely and effective solutions.
  • Contribute to a smooth and successful customer experiences through the coordination of onboarding documents (insurance policies, supporting documentation) needed for sale finalization
  • Apply problem-solving skills and understanding of insurance industry workflows to navigate complex situations, ensuring that customers receive the best possible outcomes
  • Ensuring the information is accurate and verifying customers' coverage. Often may need to deliver proof of insurance paperwork and resolve billing and general issues to ensure customer satisfaction.
  • Assist in the development of new processes for the onboarding and retention of customers.  Provide feedback for improvements of existing processes.
  • Play a crucial role in resolving carriers and customers complaints by presenting well-considered solutions and alternatives within the timeframes set, and follow up to ensure that any issue has been fully resolved.
  • Ensure no client is overlooked by entering into carrier portals and pulling lists of clients and initiating timely follow-ups.Proactively educate customers on how to avoid potential policy interruptions and premium increases, helping them to maintain stable and affordable coverage.

Who you are

  • Experience in Customer Support via phone, email and chat.
  • Excellent communication skills.
  • Phenomenal phone skills.
  • Well-organized and self-driven.
  • Licensed in Property & Casualty Insurance preferred
  • Bilingual is a plus.
  • Must be located in one of the following states: AL, AR, AZ, CO, FL, GA, IA, IL, MA, MI, MN, MO, NC, NH, NJ, NY, OH, PA, RI, TN, TX, UT, VA, VT

Benefits

  • Competitive compensation
  • Health, Dental Coverages
  • 401K plan with match
  • Paid Family Leave

Insurify is committed to offering a fair, competitive, and transparent compensation program that supports our mission to attract, retain, and motivate top talent. Our compensation philosophy is guided by several factors including a candidate’s relevant experience, education/training, job-related skills, and location.

In addition to the base salary our total compensation package includes health coverage, retirement contributions, and additional wellbeing benefits.

Below is the base compensation range for US locations:

$40,000-$53,000

We are proud to be an Equal Employment Opportunity and Affirmative Action employer.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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