Insurance Servicing Specialist I at Credible

Who is Credible?

We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance.

We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible.

We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity.

About the Role:

As a member of Credible’s Insurance Servicing Team, you live by the motto “knowledge is power” and thrive in a fast-paced work environment. Working alongside our sales team, you will be assisting with monitoring policy activity on a daily basis. You’ll also maintain records for each customer or policyholder including policies that are being canceled or non-renewed. You’ll respond to customer inquiries and renewal support requests by email and phone. Through focusing on database maintenance and integrity, you’ll learn the ins and outs of Credible and prepare yourself to grow into a critical member of the Credible team.

Responsibilities:

Handling customer requests through email and phone making sure that the multiple available programs and optimal level of customer service are utilized appropriately
Monitoring various processes for the verification of client information and entering it into our internal database
Collaborating with sales agents for all referral details, assisting to figure out complicated issues and resolving them efficiently
Developing various insurance processes and supporting to facilitate improvement of the team, and monitoring all carrier communications related to policy activity
Maintaining all processes and filters, providing technical assistance to the entire workflow, and maintaining communication in routine activities
Modifying, updating, and processing existing policy cancellations
Corresponding with the agent or the insured to inform them or receive the information about the account status or alterations
Evaluating original insurance applications, letters from agents or policyholders, and other documents of the company in order to find out the effects of changes or needs to make changes
Reviewing and verifying data such as name, address, age, policies, and the principal sum
Organizing and working with detailed office records and managing files for all policyholders individually, including policies that are to be canceled or reinstated
Confirming initial premiums, transcribing data to worksheets, entering data into the computer for adjusting accounts, etc.

Education and Experience:

A Bachelor’s degree preferred (Experience may be considered in lieu of a degree)
1-3 years of insurance experience, ideally in home and auto insurance
Experience using GSuites (preferred)

Nice to Have:

Works independently and has a proven track record of being a fast learner
Proactively develops and executes new ideas and supports a collaborative team approach
Superior ability to stay on task with minimal supervision
Excellent capacity to focus on attention to detail

Credible is open to hiring candidates in the following locations: Arizona, Connecticut, New Jersey, New York

Pursuant to state and local pay disclosure requirements, the pay ranges for this role, with final offer amount dependent on education, skills, experience, and location, are listed below. This role is also eligible for an annual discretionary bonus, various benefits, including medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents.

View more details about Credible Benefits

Hourly Pay Rate

$20—$30 USD

Why work at Credible?

We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance.

We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

Insurance Servicing Specialist I

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