AI Summary

A licensed Insurance Customer Service Representative III handles escalated, licensable insurance requests such as coverage changes, endorsements, and renewals, and serves as a knowledge resource for junior team members.

About this role

Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions.

Entrata's Homebody (Insurance) CSR III is a licensed service professional who provides advanced expertise in servicing and policy management. This role handles escalated customer requests that require licensure, including coverage changes, endorsements, renewals, and compliance-sensitive situations. CSR IIIs also act as a knowledge resource for CSR I and II team members and may support cross-selling and policy enhancements.

*This is a hybrid position based out of Lehi, UT.

Responsibilities:

Process service requests that require a resident insurance producer license (endorsements, coverage changes, cancellations, reinstatements)

Manage escalated insurance verification cases requiring advanced policy knowledge or complex interpretation

Act as an escalation point for CSR I and II on licensed or high-risk matters

Partner with Sales Agents on cross-functional service needs requiring a license

Support training and knowledge sharing within the service team

Contribute to compliance initiatives and workflow improvement projects

Identify opportunities to cross-sell or enhance policies in compliance with licensing requirements

Minimum Qualifications:

Resident Property & Casualty Insurance Producer License (active)

3+ years of insurance customer service or related experience

Demonstrated expertise in policy servicing and compliance

Strong communication and problem-solving skills

Preferred Qualifications:

Multiple state licenses

Prior experience in a high-volume insurance agency or carrier environment

Experience training or mentoring peers

Experience with Zendesk or other customer support platforms

Skills

Compliance And Regulatory RequirementsCross-selling And Policy EnhancementsInsurance Endorsements And Coverage ChangesProperty & Casualty Insurance Policy ServicingZendesk

Insurance Customer Service Representative III (Licensed)

About this role

Responsibilities:

Minimum Qualifications:

Preferred Qualifications:

Skills

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