Insurance Customer Service Representative

We are looking for an enthusiastic Insurance Customer Service Representative to join our growing team. Often the first point of contact for customers, the Insurance Customer Service Representative is responsible for addressing customer service concerns, inquiries and activities. In this role, you’ll be tasked with supporting Brokers and Clients with application and claim processes. You will also be tasked with managing the Certificate of Insurance program.  While this role involves a variety of different skills, the primary focus is to work with customers to provide solutions for their continued success.

• Manage certificate of insurance requests from clients, cities, and rental houses
• Support brokers and clients as they fill out new and renewal quote applications
• Support clients with claims forms and providing guidance on claims process
• Vet/pre screen prospective clients, via phone and online application
• Cross train on Workers Comp team tasks, such as Certificate of Insurance issuance, review of client COI’s, follow up on outstanding requested information for applications, file organization
• Assist with agency billing/invoicing process.
• Develop, document and manage Notice of Cancellation process to avoid insureds going to collection
• Manage mail review and organization process
• Field calls to General Insurance line and Support line
• Maintain agency files
• Gain basic knowledge of Production Insurance Programs
• Learn Wrapbook’s policies and procedures

• Strong customer-facing written and verbal communication skills
• Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen insurance expertise
• 2+ years working in insurance
• P&C License (or willingness to obtain within 6 months)
• Experience with Agency management systems
• Demonstrated ability to prioritize tasks and meet daily deadlines to satisfy quick turnaround customer requests

• Ability to work West Coast hours
• A background working on entertainment accounts
• Experience working with Salesforce and Applied Epic

At Wrapbook, creativity meets technology — and not just in the product.

In addition to a competitive salary and all the benefits you can expect from a fast-growing technology company, you’ll get access to a team of creative problem solvers and the chance to see your contributions make large impacts. Benefits include:

• Unlimited Paid Time Off
• Work from anywhere in Canada and USA
• Health and Dental benefits
• Up to $1500 towards IT set up for your home
• Up to 2% matching RRSP / 401K
• Learning and Development opportunities
• Up to $50 USD/ $66.50 CAD towards Internet/Cell phone service

Wrapbook pledges to be a harassment- and discrimination-free space for everyone, regardless of age, disability, ethnicity, gender identity or expression, nationality, neurotype, personal appearance, political affiliation, professional background, race, religion, or sexual identity or orientation.

Have we got your attention? Submit your application today and a member of our Talent team will be in touch with you shortly!

• Zone A: San Francisco, Los Angeles, Seattle, New York City, Boston, San Diego, Washington DC $45.6K – $62.1K
• Zone B: All Other US Locations $40K – $54.5K
• Zone C: All Locations in Canada CA$40K – CA$54.5K

Wrapbook employs individuals across the United States and Canada, and the salary range spans multiple geographic zones based on market benchmark data. Your zone is dependent on where you live. (The compensation listed is not inclusive of any bonus, commission, benefits, or equity that might exist in your total compensation package.)

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