Who we are: Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. Backed by a16z.
About the role
The Customer Care Specialist plays a key role in delivering efficient, accurate, and world class service to our policyholders. Leveraging experience in commercial insurance, this role ensures customer satisfaction by anticipating needs, supporting success through our products, and driving retention. Every interaction, from initial inquiry through renewal, is guided by a customer focused mindset and a commitment to helping customers secure the best coverage and risk solutions.
What they're looking for
- An active Property & Casualty Insurance License is required
- 2+ years of insurance sales support or other insurance related service work
- 3+ years of remote/call center/online service or sales experience
- Highly motivated & goal oriented
- Strong time management and organizational skills
- Punctual, Reliable and Responsible
More about this role
The Customer Care Specialist plays a key role in delivering efficient, accurate, and world class service to our policyholders. Leveraging experience in commercial insurance, this role ensures customer satisfaction by anticipating needs, supporting success through our products, and driving retention. Every interaction, from initial inquiry through renewal, is guided by a customer focused mindset and a commitment to helping customers secure the best coverage and risk solutions.
- Hours: Monday through Friday, 8:00AM to 5:00PM Pacific Time!
- Deliver timely, accurate, and professional support in a fast-paced Call Center environment.
- Answer questions across phone, email, forms, chat, voicemail, and other support channels.
- Respond to inbound calls, emails, forms, chats, voicemails, and other customer care requests.
- Assist with basic policy changes, billing questions, payment questions, documentation requests, and account support.
- Serve as a point of contact for general claims inquiries, claim status requests, first notice of loss submissions, and claims-related customer support.
- Collaborate with the Claims team to ensure timely communication, proper escalation, and effective...
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