Customer Service Specialist I

Integrated Specialty CoveragesCarlsbad, CA
3d$19 - $23

About The Position

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. A Customer Support Associate is responsible for providing superior customer service to agents nationwide via phone, online and email while completing general administrative tasks for various ISC departments including Underwriting and Accounting. Our goal is to improve how we service our agents’ needs by optimizing our communication skills and efficiently triaging incoming calls to the corresponding departments while providing support for day-to-day administrative duties.

Requirements

  • High School Diploma or general education degree (GED); or one to three months related experience and/or training
  • Experience with phone system management and call routing preferred
  • Demonstrated oral and written communication skills
  • Exceptional phone communication skills
  • Strong track record in delivering the highest levels of customer care and leadership
  • Minimum 2 years’ experience in a professional business environment
  • Minimum of 2-3 years of previous customer service required
  • Minimum of 2-3 years administrative experience in an office setting
  • Commercial Insurance experience a plus but not required
  • Bilingual in English and Spanish a plus but not required

Responsibilities

  • Answer, screen and direct incoming calls and client inquiries.
  • Broker of Record and policy reassignment processing (i.e. Moving policies between brokerages).
  • Managing, verifying and processing all Loss Runs requests.
  • Loss runs are generated to show claim history, if any, during the life of a policy.
  • Generate specific call reports and distribute to department managers.
  • Collect documents as requested for internal and external audits and inspections.
  • Mail Distribution (as needed).
  • Issuing and Mailing Notice of Cancellations/Non-Renewal notices (as needed).
  • Financed policy looks-ups (i.e., confirm payments or status).
  • Policy accounting lookups (payments, balances, etc.).

Benefits

  • Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
  • Professional development opportunities
  • Owner Referral Program
  • Work from home reimbursement for remote/hybrid roles
  • Canary emergency financial assistance program
  • Comprehensive medical, dental, vision
  • Life/AD&D Insurance
  • Confidential, Employee Assistance Program
  • Health Savings Account, includes company contribution
  • Short-term disability
  • Voluntary benefits - supplemental accident, critical illness, hospital insurance
  • Employee discounts
  • 401(k) Plan with company match contribution
  • Addition Wealth Financial Wellness Program
  • Various Time Off Programs
  • 11 company paid holidays
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