Experienced Retail Customer Service Representative (Remote) – Insurance Industry Expertise

At arenaflex, we're redefining the insurance landscape by providing expert guidance and best-in-class insurance policies to small business owners. Our commitment to transparency, trust, and growth drives innovation, and we're looking for a talented and detail-oriented Retail Customer Service Representative (CSR) to join our team.

About arenaflex

arenaflex is a unique insurance partner that operates independently, free from outside investors, venture capital, or corporate pressures. Our culture of empowerment encourages effort, results, and accountability, fostering a work environment where transparency and trust thrive. We're a team of trailblazers and visionaries who are revolutionizing the way people "do" insurance, and we're excited to have you join us on this journey.

Key Responsibilities

As a Retail Customer Service Representative at arenaflex, you'll be responsible for providing exceptional customer service, administrative support, and operational functions to internal team members. Your key responsibilities will include:

• Responding to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed
• Issuing certificates of insurance (COIs) and assisting clients with policy audits or disputes
• Providing timely correspondence to carriers, brokers, and agents regarding policies and client requests
• Handling phone coverage and managing email correspondence across sales, support, and certificates
• Preparing and distributing required documents, including quotes, invoices, affidavits, and policy-related forms
• Maintaining accurate data records in the management system, adhering to processes and naming conventions
• Organizing tasks efficiently to meet deadlines, notifying management of potential delays or challenges
• Performing general clerical duties and adhering to departmental best practices
• Supporting the team's efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics
• Managing leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment
• Overseeing the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed
• Supporting team operations by preparing and distributing documents related to new and renewal business
• Conducting research and resolving issues related to invoicing, reconciliation, and payment processes
• Collaborating with team members during meetings to improve workflows and processes

Requirements and Qualifications

To be successful in this role, you'll need:

• A High School Diploma
• An active Property & Casualty License
• At least 2 years of experience in an Independent Insurance Agency as a CSR or in an administrative support role with data entry experience
• A 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, Hawksoft
• Familiarity with HubSpot (CRM) is a plus

Perks and Benefits

As a valued member of the arenaflex team, you'll enjoy:

• 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

Why arenaflex?

Here at arenaflex, you'll be part of a team of trailblazers and visionaries who are redefining the insurance landscape. We're not just revolutionizing the way people "do" insurance; we're creating a whole new paradigm. With us, you'll experience a vibrant and inclusive workplace where your ideas matter! You'll have the opportunity to:

• Engage in groundbreaking projects that are reshaping the insurance landscape
• Collaborate with a group of dedicated, like-minded professionals
• Experience a culture that prioritizes growth and development

Compensation Range

We offer a competitive compensation range of $21/hr - $25/hr, depending on experience.

Equal Opportunity Employer

arenaflex is proud to be an equal-opportunity employer. We're committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics. If you need accommodation, please let us know during the interview process.

Apply Now

Ready to join our team and be part of a revolution in the insurance industry? Apply now by clicking the link below: Apply Job! Apply for this job