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Harper Group

AI-driven insurance brokerage for SMBs

Customer Service Representative

Customer SupportPosted on Nov 12
Full-timeAtlanta, GA, USA

About the Job

Requirements

  • Experience in a high-volume, people-facing job such as a call center, dispatch, collections, a front desk, restaurant, or store is an acceptable background; candidates without this experience may also qualify if they demonstrate suitability.
  • Remain calm when callers are angry.
  • Talk, type, and keep track of a list of 80 calls at the same time.
  • Arrive on time consistently.
  • Complete the role's short certification before working on live accounts.
  • Sit the Georgia property and casualty exam by day 60; paid study time is provided.

Responsibilities

  • Handle inbound calls, understand the customer's request, explain the next step clearly, identify who owns it and when the customer will hear back, and keep that promise.
  • Work the outbound list for payments, documents, renewals, and at-risk cancellations. Make standard follow-ups three times over three days, and contact customers with payment issues up to seven times by phone, text, and email.
  • Resolve simple requests during the call, such as resending a payment link, sending an existing certificate, or providing a policy number. Refer any policy changes to a licensed teammate.
  • Identify urgent calls that could prevent a customer from working and escalate them promptly, prioritizing the oldest urgent item.
  • Maintain a clean record for every open request, including notes, status, owner, next action, and promised update.
  • Refer coverage and quoting questions to a licensed teammate rather than guessing.
  • Ensure customers understand what is true, who owns the next step, and when they will hear back; keep the promised follow-up.
  • Clear the list by the end of the shift and prevent customers from having to ask twice.
  • Work on the live queue with an experienced teammate checking the work during week two.
  • Teach the next cohort one thing learned by day 90.
  • Work back-to-back calls and long outbound lists during a fixed full-time shift, Monday to Friday, in the Atlanta office.

Desired Qualifications

  • Spanish-language ability is a plus and receives additional hourly pay.
  • Prior call-center or insurance experience may qualify the employee for higher starting pay.

About the Company

Harper Group

AI-driven insurance brokerage for SMBs

Harper Group is an AI-native commercial insurance brokerage that connects small- and mid-sized businesses with more than 160 insurance carriers for workers’ compensation and general and professional liability. Its product works by using AI to run almost all licensed agency workflows—routing submissions, following up with underwriters, collecting documents, and managing pipelines—so the brokerage can complete client placements in about one to two days instead of several days, and handle a larger volume of customers each month. Harper differentiates itself from competitors through its heavy use of automation to reduce manual work and speed, enabling it to serve thousands of customers efficiently while maintaining relationships with a broad carrier network. The company’s goal is to scale brokerage operations, grow its engineering and brand, and broaden access to coverage for more businesses by increasing speed, accuracy, and capacity in its processes.

Company size
51-200
Company stage
Series A
Total funding
$47.1M
Headquarters
San Francisco, CA
Founded
2024

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