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Next Insurance

Online insurance platform for small businesses

Insurance Customer Service Advisor

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRochester, NY, USA$23 - $25 /hr

About the Job

Requirements

  • Have 1–2 years of customer service experience.
  • Pay close attention to detail when handling customer and policy information.
  • Have strong verbal and written communication skills to assist customers, solve problems, answer questions, and create a positive impression.
  • Be comfortable using software tools including Excel, G Suite, policy management systems, and accounting systems.

Responsibilities

  • Issue insurance certificates, process policy changes, assist in process improvement, and support the pay-as-you-go insurance program.
  • Assist customers, prospects, and partner agents with questions and concerns, and help them find suitable business insurance coverage.
  • Provide customer service and support.
  • Provide customers with quotes for various insurance policies.
  • Work with partners to resolve customer concerns in a timely manner.
  • Drive and/or participate in ad hoc projects addressing pressing business concerns.
  • Help translate internal customer account portals and Terms and Conditions.
  • Shadow new agents during new-agent training.
  • Meet with Product teams to help understand customer needs.

Desired Qualifications

  • Property & Casualty Insurance License (preferred).
  • Bilingual Spanish.

About the Company

Next Insurance

Online insurance platform for small businesses

Next Insurance provides digital insurance for small businesses, sole proprietors, and self-employed professionals. It offers a range of coverages, including general liability, professional liability, workers' compensation, commercial auto, and business owner's policies, all through an online platform and mobile app. Users can get quotes, buy policies, and manage coverage in minutes. The company uses artificial intelligence and machine learning to tailor policies to specific industries, aiming to deliver more accurate and affordable coverage. By removing traditional insurance agents, Next Insurance streamlines the purchasing process and lowers overhead costs, passing savings to customers. Its target market spans contractors, retailers, fitness instructors, consultants, and other small businesses. The goal is to make it easy and cost-effective for small businesses to obtain the insurance they need through a digital, direct-to-consumer experience.

Company size
201-500
Company stage
Acquired
Total funding
$1.1B
Headquarters
Palo Alto, CA
Founded
2015

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