Experienced Retail Customer Service Representative – Insurance Industry Expertise and Administrative Support

Welcome to arenaflex: A New Era in Insurance

At arenaflex, we're redefining the insurance landscape with a unique approach that prioritizes transparency, trust, and growth. As a company that answers only to the small business owners we serve, we're free from external pressures, allowing us to focus on what truly matters – helping businesses thrive through expert guidance and best-in-class insurance policies. Our culture is built on empowerment, accountability, and rigorous evaluation, driving innovation and rapid evolution. We're growing fast, and we invite you to join our team of trailblazers and visionaries.

Job Overview

We're seeking a talented and detail-oriented Retail Customer Service Representative (CSR) to join our team. As a CSR, you will play a vital role in providing exceptional customer service, administrative support, and operational functions to internal team members. Under the direction of the Retail Operations Manager, you will be responsible for addressing client and carrier inquiries, managing email correspondence, and performing various clerical duties. If you're passionate about delivering outstanding customer experiences and have a keen eye for detail, we encourage you to apply for this exciting opportunity.

Key Responsibilities

• Respond to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
• Issue certificates of insurance (COIs) and assist clients with policy audits or disputes
• Provide timely correspondence to carriers, brokers, and agents regarding policies and client requests
• Handle phone coverage and manage email correspondence across sales, support, and certificates
• Prepare and distribute required documents, including quotes, invoices, affidavits, and policy-related forms
• Maintain accurate data records in the management system, adhering to processes and naming conventions
• Organize tasks efficiently to meet deadlines, notifying management of potential delays or challenges
• Perform general clerical duties and adhere to departmental best practices
• Support the team's efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
• Manage leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
• Oversee the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
• Support team operations by preparing and distributing documents related to new and renewal business
• Conduct research and resolve issues related to invoicing, reconciliation, and payment processes
• Collaborate with team members during meetings to improve workflows and processes

Requirements and Qualifications

To succeed in this role, you should possess:

• High School Diploma
• Active Property & Casualty License
• 2+ years of Independent Insurance Agency experience in CSR or administrative support, with a focus on data entry
• Broad understanding of Commercial Insurance Policies
• Experience with Microsoft Office Products, including Outlook, Excel, Word, Teams, and PowerPoint
• Familiarity with agency management systems and tools, such as AMS 360 (preferred), Applied Epic, and Hawksoft
• Familiarity with HubSpot (CRM) is a plus

Skills and Competencies

To excel in this position, you should demonstrate:

• Excellent communication and customer service skills
• Strong attention to detail and organizational abilities
• Ability to work in a fast-paced environment and prioritize tasks effectively
• Proficiency in Microsoft Office and agency management systems
• Strong analytical and problem-solving skills
• Ability to collaborate with team members and build strong relationships

Career Growth and Development

At arenaflex, we're committed to helping our employees grow and develop in their careers. As a Retail Customer Service Representative, you'll have access to:

• Ongoing training and development opportunities to enhance your skills and knowledge
• Regular performance evaluations and feedback to help you achieve your goals
• Opportunities to take on new challenges and responsibilities as you grow in your role
• A collaborative and supportive team environment that encourages innovation and creativity

Work Environment and Company Culture

At arenaflex, we pride ourselves on our vibrant and inclusive workplace culture. As an employee, you can expect:

• A dynamic and fast-paced work environment that's always evolving
• A team of dedicated and like-minded professionals who are passionate about their work
• A culture that prioritizes growth, development, and innovation
• Regular team-building activities and social events to help you connect with your colleagues

Compensation and Benefits

We offer a competitive compensation package, including:

• Hourly rate: $21 - $25 per hour
• Comprehensive health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 9 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistant programs for support in a healthy personal and work life

Conclusion

If you're a motivated and detail-oriented individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity. As a Retail Customer Service Representative at arenaflex, you'll be part of a team that's revolutionizing the insurance industry. Join us and experience a vibrant and inclusive workplace culture that prioritizes growth, development, and innovation. Apply now and take the first step towards an exciting and rewarding career with arenaflex!