Experienced Retail Customer Service Representative – Insurance Industry Expertise and Administrative Support Specialist

Welcome to blithequark: A New Era in Insurance At blithequark, we are redefining the insurance landscape by being a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent. Our culture is built on empowerment, transparency, trust, growth, and innovation. We believe in effort, results, and accountability, and our commitment to rigorous evaluation and relentless execution leads to rapid evolution. As a company, we answer only to the small business owners we serve, allowing us to stay focused on what matters most: helping their businesses thrive by providing expert guidance and best-in-class insurance policies. Join Our Team: Retail Customer Service Representative (Remote) We are growing fast and want you to be a part of it! We are looking for a talented, detail-oriented Retail Customer Service Representative (CSR) to join our team. Under the direction of the Retail Operations Manager, this role will be responsible for providing customer service in addition to administrative and operational support functions to internal team members. As a Retail Customer Service Representative at blithequark, you will play a critical role in delivering exceptional customer experiences, supporting internal teams, and driving business growth. Key Responsibilities: Respond to client and carrier inquiries via phone or email, addressing concerns or redirecting as needed Issue certificates of insurance (COIs) and assist clients with policy audits or disputes Provide timely correspondence to carriers, brokers, and agents regarding policies and client requests Handle phone coverage and manage email correspondence across sales, support, and certificates Prepare and distribute required documents, including quotes, invoices, affidavits, and policy-related forms Maintain accurate data records in the management system, adhering to processes and naming conventions Organize tasks efficiently to meet deadlines, notifying management of potential delays or challenges Perform general clerical duties and adhere to departmental best practices Support the team’s efforts to accomplish goals, help drive initiatives, support projects, fulfill tasks, and meet or exceed accountability metrics Manage leads and prospects using HubSpot (CRM) and the management system, ensuring accurate setup and assignment Oversee the renewal tool, assigning accounts to appropriate team members and updating personnel records as needed Support team operations by preparing and distributing documents related to new and renewal business Conduct research and resolve issues related to invoicing, reconciliation, and payment processes Collaborate with team members during meetings to improve workflows and processes Requirements and Qualifications: To be successful in this role, you will need: High School Diploma Active Property & Casualty License 2+ years of Independent Insurance Agency in CSR or administrative support experience and data entry Broad understanding of Commercial Insurance Policies Experienced with Microsoft Office Products such as Outlook, Excel, Word, Teams, and PowerPoint Familiar with agency management systems and tools (ie: AMS 360 (preferred), Applied Epic, Hawksoft) and phone systems Familiar with HubSpot (CRM) is a plus Skills and Competencies: In addition to the requirements and qualifications, we are looking for candidates with: Excellent communication and customer service skills Strong organizational and time management skills Ability to work in a fast-paced environment and prioritize tasks effectively Strong attention to detail and accuracy Ability to work collaboratively as part of a team Strong problem-solving and analytical skills Career Growth Opportunities and Learning Benefits: At blithequark, we are committed to the growth and development of our employees. As a Retail Customer Service Representative, you will have access to: Ongoing training and development opportunities to enhance your skills and knowledge Opportunities to take on new challenges and responsibilities as you grow in your role A collaborative and supportive team environment that encourages innovation and creativity Regular feedback and coaching to help you achieve your goals and objectives Work Environment and Company Culture: At blithequark, we pride ourselves on our vibrant and inclusive workplace culture. As an employee, you can expect: A dynamic and fast-paced work environment that is always evolving A collaborative and supportive team that is passionate about delivering exceptional customer experiences A culture that prioritizes growth, development, and innovation Opportunities to engage in groundbreaking projects that are reshaping the insurance landscape A commitment to work-life balance and employee well-being Compensation, Perks, and Benefits: We offer a competitive compensation package that includes: Health, dental, and vision plans Amazing work-life balance with 4 weeks of Paid Time Off 9 Paid Company Holidays with 2 floating holidays 401K Programs with employer match Personal assistant programs for support in a healthy personal and work life Competitive hourly rate: $21/hr - $25/hr Conclusion: If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for the Retail Customer Service Representative role at blithequark. As a member of our team, you will have the opportunity to work in a dynamic and fast-paced environment, collaborate with a talented team of professionals, and contribute to the growth and success of our company. Don’t miss out on this exciting opportunity to join a trailblazing team and be part of a new era in insurance. Apply now and take the first step towards a rewarding and challenging career at blithequark! Apply for this job