Customer Service Representative - Insurance en Sanborn’s Insurance (Bluefire family)

About Us:

Sanborn’s Insurance is a trusted name for the overland traveler. With over 55 offices located in Texas, Arizona and California as well as at all major U.S./Mexico border crossings, and in Mexico. Since 1948, Sanborn’s has been dedicated to helping travelers, like you, who enjoy driving throughout Mexico. In addition, to providing you with the best Mexico Insurance coverage, at Sanborn’s we want to share with you our love for Mexico its people, rich culture and magnificent places. Sanborn's is part of the Bluefire family of insurance companies. We believe that our success is due to the talented people on our side and our positive corporate culture. We also have one of the most diverse employee teams in the insurance industry. Our employees enjoy competitive pay and a convenient work-life balance in their schedules. We also offer a robust benefits package that includes:

• Health Care: Choices among several medical, dental, and vision plans.
• Retirement Plan: A 401K plan with a percentage of company-matched contributions.
• Fitness: A corporate gym discount to make staying active more accessible.
• Mental Health Support: 12 therapy sessions and 13 additional psychiatric sessions.
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.
• Flexible Schedule: Monday to Friday
• Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.

The role:

• Communicates in a manner that develops and maintains a strong business relationship with external and internal customers
• Adheres to email and chat guidelines and metrics to effectively service our customers. This may include meeting Chat SLA.
• Assist agents in underwriting tourist auto applications and endorsements.
• Process insured and agent requests
• Meets QA and processing goals
• Document and Process policy cancellations & refunds
• Quote customer tourist auto insurance as needed to support Sanborn’s retail offices
• Document all policy transactions
• Utilize expertise to identify areas to increase efficiency in the UW processes
• Confidently assist other underwriters and customer experience team
• Effectively communicate with agents and insureds through verbal and/or written means
• Complete special projects in a timely manner as instructed by supervisor
• Proactively pursue departmental goals and objectives
• Assists in taking agent/customer chats.

What it takes:

• Minimum 2 years’ experience with Property/Casualty underwriting or similarly related work experience.
• Meticulous attention to detail
• Multitasker, able to switch between tasks quickly and efficiently
• Ability to work independently or on a team
• Ability to be objective and make good decisions based on experience

Preferred Skills

Insurance experience

Bilingual required

P&C Producer License a plus

Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, hardware, typing)

Strong time management and decision-making skills

Passion for achieving team-centered goals and objectives

Ability to meet and manage multiple objectives simultaneously

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

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