Jobless Developer
Entrata logo
Entrata

Posted 12 months ago

Open

Insurance Customer Service Representative

Lehi, UtahHybridFull-time

AI Summary

Entry-level Insurance Customer Service Representative handles routine insurance inquiries, policy updates, and basic problem-solving tasks, with cross-selling and collaboration under supervision.

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 Software in Lehi, Utah is seeking an entry-level Insurance Customer Service Representative (CSR) to join our team. The CSR will provide essential customer support within the insurance domain, utilizing foundational knowledge to address routine inquiries, policy updates, and basic problem-solving tasks. This role involves collaborating with colleagues, following established procedures, and contributing to projects. The ideal candidate is detail-oriented, possesses strong communication skills, and is eager to develop their expertise within the insurance industry.
*This is a hybrid position based out of Lehi, UT.

Responsibilities:

  • Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies
  • Proactively engage in cross-selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations
  • Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service
  • Collaborate with internal teams to escalate and resolve more complex issues under supervision
  • Maintain accurate customer records, ensuring all interactions and policy updates are properly documented
  • Follow established procedures and guidelines to ensure compliance with state and federal regulations
  • Support senior team members in handling projects and assignments, contributing to team goals
  • Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
  • Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings
  • Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions

    • Minimum Qualifications:

  • Basic understanding of insurance industry practices and concepts
  • Proficiency in using computer applications for data entry and record-keeping
  • Strong written and verbal communication skills
  • Ability to follow standard instructions and established processes
  • Demonstrated problem-solving skills within a limited scope
  • Detail-oriented approach to completing tasks accurately
  • Collaborative mindset for effective teamwork
  • Eagerness to learn and develop competence
  • Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations

    • Preferred Qualifications:

  • College or university degree in a relevant field or equivalent work experience
  • Familiarity with Entrata software and tools
  • Previous customer service experience in the insurance sector
  • Intermediate knowledge of insurance principles and terminology
  • Ability to adapt to evolving processes and procedures
  • Demonstrated ability to handle a high volume of customer interactions
  • Basic understanding of insurance industry practices and concepts

    • Skills

    Basic Claims InquiriesCommunication Tools (phone, Email, Chat)Compliance AwarenessCRM SoftwareData EntryDocumentationInsurance Product KnowledgePolicy RenewalsPolicy UpdatesRecord KeepingTeam Collaboration

    Explore related jobs

    More jobs at Entrata

    Similar Basic Claims Inquiries jobs

    Browse these categories

    CRM Software JobsData Entry JobsDocumentation JobsRecord Keeping JobsTeam Collaboration Jobs