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Harper Group

AI-driven insurance brokerage for SMBs

Customer Service Associate

Customer SupportConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA$30 - $35 /hrIn-person

About the Job

Requirements

  • Strong phone communication that is clear, professional, and patient.
  • Basic computer comfort with spreadsheets, email, a phone system, and internal tools.
  • Ability to work full-time, Monday through Friday, on-site in downtown San Francisco.
  • Reliable attendance and punctuality.
  • Legally authorized to work in the United States.

Responsibilities

  • Answer inbound calls from business owners, locate their accounts, identify their needs, and communicate when they will receive a response.
  • Make promised callbacks and ensure customers do not need to follow up to learn what happened.
  • Complete follow-ups involving payments, documents, at-risk cancellations, and renewals, maintaining a clear list through the end of each shift.
  • Make three attempts across three days for standard follow-ups and up to seven touches by phone, text, and email for payment issues, continuing until resolved.
  • Track down documents, payment links, and the people needed to resolve customer issues; keep ownership until the issue is closed.
  • Document call outcomes and open items so teammates can continue the interaction without requiring customers to repeat themselves.
  • Involve the appropriate specialists promptly for financing, coverage, and complex problems.
  • Resolve difficult customer interactions by clearly explaining the situation and delivering on commitments.
  • Identify recurring problems and flag them so the underlying causes can be addressed.

Desired Qualifications

  • Call center, collections, dispatch, front-desk, or high-volume customer service experience.
  • Bilingual ability in Spanish.
  • Exposure to insurance, brokerage, or financial services.
  • Experience working from call lists or a customer relationship management system.

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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