Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide high-quality service to agents and policyholders on behalf of our clients. This role is responsible for handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance.
ESSENTIAL DUTIES & RESPONSIBILITIES
Deliver professional, courteous, and solution-oriented customer service
Handle inbound calls and respond to inquiries related to policies, billing, and claims
Process endorsements, policy changes, cancellations, reinstatements, and payments
Prepare quotes and policy documentation
Maintain accurate records across multiple systems
Support First Notice of Loss (FNOL) intake
Assist during catastrophe (CAT) events
Ensure compliance with carrier guidelines and regulations
Meet performance standards, including adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectations
Participate in ongoing training and development; continuing education requirements
REQUIRED SKILLS & EXPERIENCE
Strong communication skills
Excellent customer service ability
Detail-oriented and accurate
Strong problem-solving skills
Ability to multitask in a fast-paced environment
P&C insurance knowledge a plus
Bilingual a plus
Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or closely related field preferred.
LICENSE OR CERTIFICATIONS
To foster Exzeo’s commitment to creating a collaborative work environment, remote workers will be required to report to a central office location for one week every quarter for collaboration, team building, and educational exercises.
Exzeo offers 100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential.
