Customer Intake Specialist - Insurance - Remote - San Francisco, CA
Customer Intake Specialist - Insurance - Remote - San Francisco, CA Company Background: 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.
Apply Now! Compensation / Pay Rate (Up to): $55,000.00 - $65,000.00 Per