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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on first-contact resolution, while effectively managing policy information and providing insurance quotes. Proficient in navigating Windows-based applications and maintaining high attention to detail in a remote work environment.
Highest-signal resume keywords
P&C LicenseCustomer Service ExperienceSales SkillsChat Support ExperienceBilingual Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy ManagementInsurance QuotingUnderwriting TransactionsFirst-Contact ResolutionComputer Keyboard Proficiency
Soft Skills
Attention to DetailProactive Problem SolvingRelationship BuildingFlexibility
Tools & Technologies
Windows-Based ApplicationsWeb Browser Applications
Certifications & Qualifications
High School Diploma/GEDP&C License
Industry Keywords
Personal Lines InsuranceCustomer SupportRemote WorkSales
About the role
Key responsibilities & impact- Provide entry-level service and support to policyholders with a focus on first-contact resolution
- Handle requests through a single channel, such as phone
- Take and make phone calls
- Manage policy information
- Protect customers by cross-selling and binding applicable products, coverages, and services
- Anticipate and proactively address future questions, needs, and pain points
- Expound on coverages and provide detailed policy reviews
- Provide insurance quotes for existing insurance policies
- Process underwriting transactions within standard authority levels
- Support policyholders via phone, web, and chat
- Collaborate with other agents to build positive relationships and provide timely resolution
- Work toward progression into the Service Agent position
- Actively work toward obtaining required licensure
Requirements
What you’ll need- High School Diploma/GED or a combination of education and 1+ year directly relevant work experience
- Capability to train and perform the job in a remote setting and meet work-from-home requirements
- P&C or Personal Lines License; if not licensed at hire, must obtain license within 6 months of hire date
- Availability to work 40 hours per week within 24/7 operational hours
- Flexibility for shifts ending at 8:00pm local time
- Availability for at least one weekend day; days off may not be consecutive
- Ability to be at home location and on camera during training
- Ability to navigate Windows-based and web browser applications
- Efficient and accurate computer keyboard use
- High attention to detail
- 1–2 years of prior sales and customer service experience in a personal lines insurance environment preferred
- 1+ year of chat support experience preferred
- Associate or bachelor's degree preferred
- Bilingual skills preferred
- Applicants must have authorization to work indefinitely in the United States
- CSAA does not provide visa sponsorship; applicants must not require immigration support now or in the future
Benefits
Comp & perks- Shift differential and bilingual differential for those who qualify
- Company-wide annual discretionary bonus opportunity through the Annual Incentive Plan (AIP), up to 5% of eligible pay
- 401(k) with company match
- Company-provided study materials and covered licensing exam cost
- Career growth, leadership and mentoring support
- Development opportunities
- Flexible workplace and remote-first culture
- Flexibility to work from various locations including CSAA offices
- Inclusive and welcoming workplace
- Reasonable accommodations for qualified applicants and employees with disabilities or other limitations
