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Personal Lines Client Service Representative A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection. Key Responsibilities Deliver responsive and high-quality service to clients via phone and email Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup Maintain and update service records, documentation, and internal systems accurately Support service team in reviewing incoming policy data and troubleshooting issues Prepare routine correspondence, coverage summaries, and support documents Respond to carrier and client information requests in a timely, professional manner Help with premium comparisons, policy placement options, and remarketing efforts when needed Qualifications 2+ years of insurance experience required (personal lines) Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $50,000 to $70,000 Full benefits package including health, dental, vision insurance and retirement contributions

About the Role The Commercial Lines Client Service Representative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention. Key Responsibilities ● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. ● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. ● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. ● Maintain accurate client and policy information in the agency management system. ● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. ● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. About the Candidate The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Compensation & Benefits Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions Free parking Work Environment In-office role (Monday to Friday schedule). Communication channels include phone, email, and team collaboration platforms Small team with supportive culture and a mix of independent and group tasks

Employee Benefits Corporation is hiring a Customer Service Representative. The Customer Service Representative is responsible for interacting with customers via telephone or email to address inquiries and resolve concerns regarding Employee Benefits Corporation's products and services. This position has frequent customer contact and interacts across multiple departments on a daily basis. This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Responsibilities Include: Manage a high volume of calls in a timely and effective manner Establish rapport and trust with all customers, ensuring a high quality and meaningful experience is delivered with every interaction Obtain information from multiple systems and relay to customers in a seamless manner. Maintain and proactively manage CRM database, documenting each customer interaction and action in a timely, compliant manner and in adherence with departmental standards Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve requests and inquiries De-escalate situations involving dissatisfied customers, offering patient assistance and support Qualifications: High School diploma or equivalent 2 years customer service experience Ability to remain calm when dealing with challenging customers Excellent listening, verbal and written communication skills Strong attention to detail Ability to articulate relevant information in an organized and concise manner Demonstrated experience de-escalating customer issues Enthusiasm for working in a fast-paced, structured environment Strong ability to multi-task Strong critical thinking skills to help manage difficult situations Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs Basic working knowledge of Microsoft Word and Outlook Preferred Qualifications: Associate degree in Business or related field Previous experience in a high volume call center Demonstrated ability to guide customers through troubleshooting and navigating various company systems and the mobile application Experience providing customer service for a variety of products in the financial services or healthcare industry We Offer: A friendly, collaborative team environment A competitive compensation and benefits package that includes employee-ownership Opportunities for personal and professional growth Flexible scheduling to encourage and support a healthy work-life balance More About Us: Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ? Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request. If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .

JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows

We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.

Back Client Services Representative-Annuity #5668 Multiple Locations Apply X Facebook LinkedIn Email Copy Position Locations Lincoln, Nebraska, United StatesCincinnati, Ohio, United States Area of Interests Customer Service Full-Time/Part Time Full-time Job Description This role is responsible for supporting annuity service delivery by using subject matter knowledge about company products and processes as well as by conducting basic analysis to process or support service-related tasks. The incumbent works under close supervision, however, may be responsible for analytical work that requires independent judgment. * This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. What you do: Supports service delivery for multiple products using multiple systems within established metrics. Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues. Follows departmental processes to process transactions, respond to inquiries, and provide information and solutions to customers. Maintains a broad understanding of various insurance products features and limitations, industry/regulatory terms, and policy-related statements. What you bring: Associate's degree or equivalent experience is required. 0-2 years of related experience is required. Willing to obtain SIE license is preferred. Willing to obtain Series 99 or Series 6 preferred. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution. * Tuition Reimbursement and Assistance. * Incentive Program Bonuses. * Competitive Pay. For your time: * Flexible Hybrid work. * Thrive Days - Personal time off. * Paid time off (PTO). For your health and well-being: * Health Benefits: Medical, Dental, Vision. * Health Savings Account (HSA) with employer contribution. * Well-being programs with financial rewards. * Employee assistance program (EAP). For your professional growth: * Professional development programs. * Leadership development programs. * Employee resource groups. * StrengthsFinder Program. For your community: * Matching donations program. * Paid volunteer time- 8 hours per month. For your family: * Generous paid maternity leave and paternity leave. * Fertility, surrogacy, and adoption assistance. * Backup child, elder and pet care support. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S. About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $18.32 - $29.31 / hour Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.

Important things YOU should know: Training & Production Schedule: Monday - Friday, 8:00am - 4:30pm CST Please know hours of operation are 8:00am - 6:00pm CST so shift could flex based on business need. Fully Remote Customer Service in Dental or Health Insurance experience a plus! What will YOU be doing for us? Increase member, provider and client use of our web based solutions for claims submission, payments, and authorizations. What will YOU be working on? Provide education to callers on the benefits of utilizing the member and provider insurance portals. Service dental, medical, vision and physical therapy members and providers using the member and provider portals offered by SKYGEN USA. Provide feedback to multiple internal departments regarding issues found on the member and provider portals. Ensure all calls are answered according to company and client guidelines. Accurately document call information and resolution in internal systems while engaging with members and providers. Properly identify potential issues that are not easily resolved and escalate appropriately to Manager. Perform outbound calling projects as directed. Additional Responsibilities: Utilize multiple modules in the Enterprise System to research portal questions. Work with internal departments to produce, maintain, and deliver portal training references and materials. Work with call center to resolve outstanding follow ups generated from incoming calls. Using automated systems, maintain updated data on portals by verifying accuracy and handling any exceptions or issues. Act as a liaison between portal users and clients to resolve escalated issues. Provide recommendations on system enhancements and process improvements to management. Assist department with administrative tasks and additional duties as needed. What qualifications do YOU need to have to be GOOD candidate? Required Level of Education, Licenses, and/or Certificates High school diploma/GED required Required Level of Experience 1 year of customer service experience (Call Center, Provider Relations). Required Knowledge, Skills, and Abilities Intermediate knowledge of Microsoft programs (Word, Excel, and email) Excellent attention to detail Excellent oral and written communication skills Ability to successfully meet timelines for project plans Strong navigation skills and the ability to multi-task What qualifications do YOU need to have to be a GREAT candidate? Preferred Level of Education, License, and/or Certificates Associates degree/2 year degree in related field Preferred Level of Experience 1-3 years of customer service experience (Call Center, Provider Relations). Preferred Knowledge, Skills, and Abilities Knowledge of contract terminology Understanding of reimbursement methods Knowledge of dental, medical, physical therapy and vision products and terminology

Employee Benefits Corporation is hiring a Customer Service Representative. The Customer Service Representative is responsible for interacting with customers via telephone or email to address inquiries and resolve concerns regarding Employee Benefits Corporation's products and services. This position has frequent customer contact and interacts across multiple departments on a daily basis. This person may work in our Middleton, WI office, fully remote (Wisconsin locations only), or a combination of the two depending on availability. Responsibilities Include: Manage a high volume of calls in a timely and effective manner Establish rapport and trust with all customers, ensuring a high quality and meaningful experience is delivered with every interaction Obtain information from multiple systems and relay to customers in a seamless manner. Maintain and proactively manage CRM database, documenting each customer interaction and action in a timely, compliant manner and in adherence with departmental standards Obtain and maintain current and ongoing product and regulation related knowledge at a level of proficiency to resolve requests and inquiries De-escalate situations involving dissatisfied customers, offering patient assistance and support Qualifications: High School diploma or equivalent 2 years customer service experience Ability to remain calm when dealing with challenging customers Excellent listening, verbal and written communication skills Strong attention to detail Ability to articulate relevant information in an organized and concise manner Demonstrated experience de-escalating customer issues Enthusiasm for working in a fast-paced, structured environment Strong ability to multi-task Strong critical thinking skills to help manage difficult situations Computer proficiency in Windows-based applications along with a demonstrated ability to learn new software programs Basic working knowledge of Microsoft Word and Outlook Preferred Qualifications: Associate degree in Business or related field Previous experience in a high volume call center Demonstrated ability to guide customers through troubleshooting and navigating various company systems and the mobile application Experience providing customer service for a variety of products in the financial services or healthcare industry We Offer: A friendly, collaborative team environment A competitive compensation and benefits package that includes employee-ownership Opportunities for personal and professional growth Flexible scheduling to encourage and support a healthy work-life balance More About Us: Employee Benefits Corporation administers a variety of employee benefits, from IRS-approved, tax-advantaged plans to COBRA and state-regulated continuation administration through informative education materials, dedicated reporting, creative plan design and expert customer support. We work with benefit brokers and consultants, employers and HR administrators, and benefit plan participants to offer top-notch workplace benefits and customer service. As a 100% employee-owned company, we are committed to using our experience, knowledge, creativity and technology to ensure our customers' satisfaction with their plans and with our services. ? Employee Benefits Corporation is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Our affirmative action program is available to any applicant or employee upon request. If you need an accommodation as part of the employment process, please contact Human Resources via email at or via phone at .

Back Client Service Specialist (Life Insurance, Annuity & Disability) #5661 Multiple Locations Apply X Facebook LinkedIn Email Copy Position Locations Lincoln, Nebraska, United StatesCincinnati, Ohio, United States Area of Interests Customer Service Full-Time/Part Time Full-time Job Description The Client Service Specialist (Life Insurance, Annuity, & Disability) will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. This position will train as hybrid role (3 days in office per week) for the first 90 days and can be located in our Lincoln, NE or Cincinnati, OH office. After training, associates will have the opportunity to work in-office, hybrid, or fully remote. What you do: Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity, and disability policies. Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards. Communication must be pleasant, professional, tactful, and informative at all times. Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients. The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team. Desire to have 1 st call resolution for every call and to complete customers request while on the phone. Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls. What you bring: Associate's degree or equivalent experience required. 0-2 years of related experience required. Previous experience in a call center or customer service capacity highly preferred. Previous experience working in the insurance or financial services field is a plus. Series 6 or Series 99 license is preferred but not required. Must possess excellent verbal and written communication skills excellent telephone skills, problem solving, analytical and decision-making skills are required. Ability to prioritize tasks and consistently meet deadlines. Personal computer experience in database, spreadsheet, word processing and internet navigation software. Planning, organizational, and mathematical skills are important. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution. * Tuition Reimbursement and Assistance. * Incentive Program Bonuses. * Competitive Pay. For your time: * Flexible Hybrid work. * Thrive Days - Personal time off. * Paid time off (PTO). For your health and well-being: * Health Benefits: Medical, Dental, Vision. * Health Savings Account (HSA) with employer contribution. * Well-being programs with financial rewards. * Employee assistance program (EAP). For your professional growth: * Professional development programs. * Leadership development programs. * Employee resource groups. * StrengthsFinder Program. For your community: * Matching donations program. * Paid volunteer time- 8 hours per month. For your family: * Generous paid maternity leave and paternity leave. * Fertility, surrogacy, and adoption assistance. * Backup child, elder and pet care support. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. Application Deadline This position will be open for a minimum of 3 business days or until filled. This position is not open to individuals who are temporarily authorized to work in the U.S. About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $18.32 - $29.31 / hour Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.

The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.

Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. We are currently seeking Customer Service Representative (CSR) to join our team Position Summary: As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed. Responsibilities: Provide exceptional customer service to policyholders via phone, email, and in-person interactions Assist clients with policy changes, billing inquiries, claims, and general insurance questions Educate clients on available coverages, products, and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross-selling and upselling Qualifications: High school diploma or equivalent required; college degree a plus 4-40 Customer Service License required 1+ years of experience in insurance or a customer service-related role preferred Strong communication and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us? Competitive salary plus performance bonuses Opportunities for career growth and professional development Supportive team environment Work that makes a difference in people's lives

The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Provide guidance and support to junior CSRs and team members. Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.

Key Responsibilities Deliver high-quality customer service and administrative support using a customer interaction platform for workplace-related needs, including reception services, facilities support, hosting, conference room coordination, emergency notifications, and travel assistance Design and elevate workplace experiences that make employees, clients, and guests feel welcomed, valued, and connected to the organization Provide polished, high-touch service to all visitors and external guests Assign, monitor, and coordinate work across a 24/7 team to ensure timely and accurate completion of requests Train and support team members on established processes, tools, and workflows Foster a collaborative team environment where ownership and accountability are shared across all agents Safeguard confidential, sensitive, privileged, financial, and proprietary information at all times Qualifications We're interested in candidates who: Communicate clearly and professionally, both verbally and in writing Consistently deliver exceptional customer service and take pride in exceeding expectations Demonstrate sound judgment and the ability to assess situations and take initiative independently Has had previous management or lead experience in a customer support role And who have: A high school diploma or equivalent At least three (3) years of experience in workplace services, reception, hospitality, technology support, or an inbound customer service environment Administrative experience, preferably within a professional services or corporate setting The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured homes and specialty dwellings - and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't. We write admitted products in all 50 states and have a premium volume of $2.2 billion. Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of Munich Re's Global Specialty Insurance division. Our employees receive boundless opportunity to grow their careers and make a difference every day - all in a flexible environment that helps them succeed both at work and at home. Purpose: The Customer Service Representative provides quality customer service to policyholders, agents, and lienholders by providing answers to customers inquiries and quotes. Focuses on an excellent experience for customers by displaying a knowledgeable, helpful, and positive attitude. Roles & Responsibilities: Answer incoming contacts volume for our policy holders, agents, lenders, and strategic accounts for all lines of business. Provide written communication when requested such as policy documents, paid receipts, lender verifications, and email follow up etc. Process transactions in an omni-channel environment (i.e. servicing via phones, chat, emails etc.) for multiple lines of business and products. Use multiple computer applications; scheduling system, policy management systems, and various tools to assist. Ensure positive interdepartmental relationships while supporting department initiatives and goals. Maintain individual metrics in terms of performance and attendance, while demonstrating flexibility when it comes to shifts, upskilling, and skillsets based on business need. Ensure a distraction-free and professional work environment. Deliver a personalized customer experience by addressing the specific needs of each caller and developing a thoughtful solution. Required Qualifications: Proficient understanding of the company products. Flexible with skillsets, consisting of but not limited to; Onboarding, Partner Assistance, Click to Chat, and Processing based on training and business need. Knowledgeable in multiple product lines with the ability to process a variety of transactions. Ability to multi-task and work independently in a fast-paced environment with a high volume. Ability to operate in a fast-paced, ever-changing environment while supporting key corporate initiatives Flexibility with assisting policyholders, agents, and lenders in a multiple channel environment. Demonstrates a willingness to do things differently and with an open mind. Proficient in Microsoft Office and computer applications for servicing/quoting all products. Proficient in utilizing knowledge management tools and resources. Flexible and versatile in workflow to manage different incoming lines through various platform. Installation and usage of required equipment, including hardwiring into a router via ethernet cord. Can meet required internet speeds based on department requirements. Competencies: customer focus, ensures accountability, nimble learning, interpersonal savvy, situational adaptability, time management We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: Two options for your health insurance plan (PPO or High Deductible) Prescription drug coverage (included in your health insurance plan) Vision and dental insurance plans Short and Long Term Disability coverage Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes spouse/domestic partner and children) Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity) In addition to the above insurance offerings, our employees also enjoy: A robust 401k plan with up to a 5% employer match A retirement savings plan that is 100% company funded Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries Eligibility to receive a yearly bonus as a Munich Re employee A variety of health and wellness programs provided at no cost A hybrid environment that gives you a choice in where and how you get work done A corporately subsidized on-site cafeteria as well as a We Proudly Serve coffee shop An on-site complimentary workout facility as well as walking trails on campus grounds On-site wellness center complete with nurse practitioner Financial assistance for adoptions and infertility treatment Paid time off for eligible family care needs Tuition assistance and educational achievement bonuses Free parking A corporate matching gifts program that further enhances your charitable donation Paid time off to volunteer in your community At American Modern, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Apply Now Save job

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. Cuando se trata de salir adelante y tienes la voluntad de ganar, vamos a llamarlo gran potencial de carrera! Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group, we want our customers to get those answers by speaking to one of our Bilingual Representatives. If you're fluent in English and Spanish, we can show you how to put all of your skills, your passions and your energy to work in a fast - growing environment. Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. This position is full time. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:00am - 7:00pm CST. It may be necessary, given the business need, to work occasional overtime. We offer 3 weeks of paid training. The hours during training will be 8:00am to 4:30pm CST, Monday - Friday. Training will be conducted virtually from your home. Primary Responsibilities: Answer incoming phone calls from health care providers (i.e. physician offices, clinics) and identify the type of assistance the provider needs (EG. benefit and eligibility, billing and payments, authorizations for treatment, explanation of benefits) Focus on resolving issues on the first call, navigating through complex computer systems to identify the status of the issue and provide appropriate response to caller Deliver information and answer questions in a positive manner to facilitate strong relationships with providers and their staff Complete the documentation necessary to track provider issues and facilitate the reporting of overall trends This role is equally challenging and rewarding. You'll interact with providers with the intent to develop a relationship with them. Within a high volume setting, you'll need to develop knowledge of our various products and multiple levels of benefits within each product in order to best assist our providers/customers. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older Experience with computer and Windows PC applications, which includes the ability to navigate and learn new and complex computer system applications Experience listening skillfully, collecting relevant information, building rapport and responding to customers in a compassionate manner Skilled in problem solving to quickly assess current state and formulate recommendations 1+ years of experience in a related environment (i.e. office, administrative, clerical, customer service, etc.) using phones and computers as the primary job tools Bilingual Fluency in English and Spanish Ability to work full time. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:00am - 7:00pm CST. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: Health care experience Telecommuting Requirements: Ability to keep all company sensitive documents secure (if applicable) Required to have a dedicated work area established that is separated from other living areas and provides information privacy Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $16.00 - $27.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RED

Vizance is looking for Client Service Advisors for our Commercial Lines/Risk Management Team in Hartland. WHY JOIN VIZANCE? Vizance has nearly 200 associates in 9 locations throughout Wisconsin, and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies - on purpose! The combination of our Culture, Independence, and Performance/ System-Based Mindset clearly differentiate us as a company built to last. Vizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms, and is proud to be a Minority-Owned Business Enterprise (MBE). WHAT YOU WILL DO AT VIZANCE As a Client Service Advisor, you will be responsible for developing a strong working relationship with Risk Management Advisors and your clients. You will work with the Advisor and our carrier partners to ensure the timely and successful delivery of our client service standards. This includes: Policy Administration: Manage policy documentation, endorsements, and renewals Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks Communication: Work with dedicated sales and service teams to plan and execute client service plans WHAT YOU WILL BRING TO VIZANCE At least 2 years of Commercial Property & Casualty experience, preferably in an insurance agency setting Wisconsin Property and Casualty Insurance License Ability to work in a fast-paced environment with attention to detail Desire to be part of a growing and collaborative team Enthusiasm, exceptional communication skills, and a strong work ethic WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance 401(k) match Paid Time Off (including your birthday) Sponsored education opportunities A supportive team environment that celebrates success Opportunities for growth If you are looking for a promising career in a growing organization, then we want to hear from you!

The Welcome Call Specialist is responsible for providing exceptional customer service and welcoming all new Group Health members to the health plan. Functions Make outbound welcome calls to our members in a pleasant, professional and efficient manner assuring exceptional customer service. Document all incoming and outgoing calls, changes and follow-up information in the Electronic Care Management system. Each call should cover the basic benefits of the product line and highlight the services we provide. Assist members with valid phone numbers for services covered under Forward Health and other helpful resources. Complete assessments with our members in a pleasant, professional, and efficient manner assuring exceptional customer service. Educate members on plan policies and procedures at every opportunity. Make members aware of transportation, telehealth or additional services provided through their health plan benefits. Keep up to date on the various plans and benefit structure under the product lines. Comply with all company policies and procedures. Minimum Requirements of the Position High school graduate or equivalent. Minimum one year of customer service experience, call center experience preferred. Excellent communication and customer service skills. Proficient in the use of Microsoft Word and Excel. Knowledge of Medicare, Medicaid, CPT / ICD 10 medical billing codes, and medical terminology are beneficial. Group Health Cooperative of Eau Claire complies with applicable Federal civil rights laws and does not discriminate, exclude or treat candidates less favorably on the basis of race, color, national origin (including limited English proficiency and primary language), age, disability, or sex (including sex characteristics, including intersex traits; pregnancy or related conditions; sexual orientation; gender identity; and sex stereotypes). The Cooperative is committed to fostering a caring and compassionate environment while ensuring that individual differences are valued. The Cooperative is a quality driven cooperative built on collaboration, community involvement, innovation, and belonging. It is essential that all employees and members feel secure and welcome, that the opinions and contributions of all individuals are respected and that all voices are heard. This full time position offers an outstanding benefit package, including three weeks of vacation the first year, a generous retirement plan, health and dental insurance, a wellness program, and much more! If you are interested in working for an organization focused on a team atmosphere and is dedicated to providing exceptional service submit your resume today! Send resume to: ************************. Group Health Cooperative of Eau Claire is an affirmative action and equal opportunity employer.

Job Description Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required. We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each and every day What we provide Minimum salary $18.00/hour; salary will be increased dependent upon experience, licensing and performance. Once licensed, bonuses and commissions will be paid on sales performance. Paid time off (vacation) Retirement plan (after first year) Valuable experience Growth potential/Opportunity for advancement within my office Requirements Property & Casualty license (required) Life and Health license (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Department: Health Services Weekly Hours: 40 Status: Full time Shift: Days (United States of America) As a Dental Call Center Specialist, you will communicate with outside clients (dentists, members, agents and employer groups) for claim, enrollment and benefit service support. You will direct clients to the website to verify enrollment, benefits and submit claims/pretreatments. You will also provide assistance and training for all web-based functions. The above summary is intended to describe the general nature and level of work performed in this role. It should not be considered exhaustive. REQUIREMENTS High School diploma or equivalent PREFERRED REQUIREMENTS 1-2 years experience in telephone sales or telephone-based customer service ProMedica is a mission-driven, not-for-profit health care organization headquartered in Toledo, Ohio. It serves communities across nine states and provides a range of services, including acute and ambulatory care, a dental plan, and academic business lines. ProMedica owns and operates 10 hospitals and has an affiliated interest in one additional hospital. The organization employs over 1,300 health care providers through ProMedica Physicians and has more than 2,300 physicians and advanced practice providers with privileges. Committed to its mission of improving health and well-being, ProMedica has received national recognition for its clinical excellence and its initiatives to address social determinants of health. For more information about ProMedica, please visit promedica.org/aboutus. Benefits: We provide flexible benefits that include compensation and programs to help you take care of your family, your finances and your personal well-being. It's what makes us one of the best places to work, and helps our employees live and work to their fullest potential. Qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, religion, sex/gender (including pregnancy), sexual orientation, gender identity or gender expression, age, physical or mental disability, military or protected veteran status, citizenship, familial or marital status, genetics, or any other legally protected category. In compliance with the Americans with Disabilities Act Amendment Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a job with ProMedica, please contact employment@promedica.org Equal Opportunity Employer/Drug-Free Workplace