Insurance Customer Service Representative III (Licensed)
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Job Summary
Entratas Homebody (Insurance) CSR III is a licensedservice professional who provides advanced expertise in servicing and policy management. This role handles escalated customer requests that require licensure including coverage changes endorsements renewals and compliance-sensitive situations. CSR IIIs also act as a knowledge resource for CSR I and II team members and may support cross-selling and policy enhancements.
*This is a hybrid position based out of Lehi UT.
Responsibilities:
- Process service requests that require a resident insurance producer license (endorsements coverage changes cancellations reinstatements)
- Manage escalated insurance verification cases requiring advanced policy knowledge or complex interpretation
- Act as an escalation point for CSR I and II on licensed or high-risk matters
- Partner with Sales Agents on cross-functional service needs requiring a license
- Support training and knowledge sharing within the service team
- Contribute to compliance initiatives and workflow improvement projects
- Identify opportunities to cross-sell or enhance policies in compliance with licensing requirements
Minimum Qualifications:
- Resident Property & Casualty Insurance Producer License (active)
- 3 years of insurance customer service or related experience
- Demonstrated expertise in policy servicing and compliance
- Strong communication and problem-solving skills
Preferred Qualifications:
- Multiple state licenses
- Prior experience in a high-volume insurance agency or carrier environment
- Experience training or mentoring peers
- Experience with Zendesk or other customer support platforms
$20.10 - $31.54 an hour
This band covers the full base compensation range for this role. Your offer within this range will depend on factors like experience skills and internal equity.
Level - S4
Benefits:
Flexible and transparent culture with remote and hybrid work options generous vacation time and frequent company recharge days for work-life balance.
Comprehensive medical dental and vision coverage including fertility benefits available for eligible employees and their families.
HSA/FSA options and employer-paid disability benefits provided for eligible employees.
Access to 401(k) or similar retirement plans with employer matching for eligible employees ensuring long-term financial security.
Wellness initiatives promoting physical and mental well-being access to an onsite gym at HQ gym memberships mental health resources wellness challenges and employee assistance programs.
Entrata Cares programs offers opportunities for volunteerism charity events and giving back to our community.
Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
Bi-annual swag drops for employees
Currently Entrata hires in Arizona Idaho Utah Wyoming Texas North Carolina Florida Georgia South Carolina Ohio Pennsylvania and Illinois for Exempt roles and Arizona Idaho Utah Wyoming Texas North Carolina and Florida for Non-Exempt roles.
Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity protected veteran status or any other applicable characteristics protected by law.
Its a great place to work! Will you join us
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Unclear Seniority
About Company
Entrata property management software connects all of your property data and processes, allowing you to create better experiences for everyone. Better property management software.
