Next Insurance is a technology-led provider of small business insurance, dedicated to helping entrepreneurs thrive. They are seeking an Operations Specialist to provide operational support, manage client accounts, and ensure a high-quality customer experience.
Responsibilities
- Set up new Workers’ Compensation and Disability policies
- Utilize multiple computer software applications in conjunction with carrier and bureau web-sites, along with internal systems (e.g., Epic, Zendesk, Agency Dashboard, Salesforce, Docusign, and reports)
- Place outbound calls and assist with/receive inbound calls for customer support
- Maintain accurate recording of all internal and external communication (customers/insured’s, insurance partners, payroll partners, etc.)
- Provide phenomenal customer service while assisting with policy, payroll, and billing management
- Timely and accurately address assigned tickets in ZenDesk for customer support
- Provide necessary documentation to state and federal insurance agencies as well as our insurance partners
- Perform data input, maintain strong prioritization and organizational skills, and professional communications
- Maintain strong problem resolution techniques and recommend changes to staff and management
- Stay abreast of all changes pertaining to various product offerings, regulatory changes, policy changes, and insurance industry developments
- Other duties as assigned
Skills
- 1+ years of experience working in a customer service environment
- Excellent verbal, written and interpersonal communication skills
- Detail-oriented and high level of accuracy
- Aware of deadlines and dedication to meet them for our clients/partners
- Must be self-motivator and self-starter
- Good communicator in a close team environment
- Positive 'can-do' attitude and a desire to contribute to a growing, energetic work environment
- Strong organizational skills and ability to prioritize workflow
- Willingness to transition from task to task along with taking on last-minute projects
- Experience working in the insurance industry – it's viewed as a huge plus
Benefits
- Partially subsidized medical plan
- Fully subsidized vision/dental options
- Life insurance
- Disability insurance
- 401(k)
- Flexible paid time off
- Parental leave
Company Overview
- Next Insurance is a financial service firm that offers insurance coverage to entrepreneurs and small businesses. It was founded in 2016, and is headquartered in Palo Alto, California, USA, with a workforce of 501-1000 employees. Its website is https://www.nextinsurance.com.