🛠 Tech Stack

💼 About This Role

You'll provide phone support to the agency, manage customer database, and assist clients with their needs. Your core impact is ensuring a positive customer experience through first-call resolution and accurate policy support. This role requires onsite attendance in Sacramento, Monday-Friday.

🎯 What You'll Do

• Greet and triage inbound customer calls
• Process non-premium policy changes
• Guide customers through the claim process
• Prepare and distribute certificates of insurance

📋 Requirements

• High School Diploma or GED
• 1 year in a clerical customer service-related field
• 1 year utilizing Microsoft Office and/or digital CRM software
• Willing to work onsite in Sacramento Monday-Friday

✨ Nice to Have

• Experience with agency management systems

🎁 Benefits & Perks

• 🏖️ Employee Ownership Program
• 💰 401(k) Plan with company match
• 🏥 Comprehensive medical, dental, vision
• 📚 Professional development opportunities
• 🎉 11 company paid holidays

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Interview· 1 hour
3. 3Offer· 1 week