Customer Intake Specialist - Insurance - Remote - San Francisco, CA
Customer Intake Specialist - Insurance - Remote - San Francisco, CA This is an exciting opportunity for a driven individual looking for career growth in the insurance industry! A vibrant and client-focused Customer Intake Specialist to be the first point of contact. This technology-driven insurance agency is in growth mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to the agency's success, this is a great opportunity for you! What's in it for you? Annual salary ranging from $55,000 - $65,000+, depending on experience Bonus opportunities! Fully Remote Company equipment provided A comprehensive benefits package that includes medical, dental, and vision coverage Paid time off and paid company holidays Great training and a dedicated leadership team Essential Skills for The Role: Administrative, client-facing, or call center experience Strong communication and client service skills Insurance brokerage, retail, and/or wholesaler experience is a plus! Proficient in Microsoft Office or willing to learn and be trained on new software systems Bilingual in Spanish is a plus! The Key Responsibilities: Responsible for representing the agency professionally and maintaining a high-level customer experience. You will be directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage. Comfortable entering important data while speaking with clients. Communicate and assist with answering a high volume of phone calls.