General Responsibilities
As a Customer Service Representative, you will play a key role in delivering exceptional service and support to UIP's insureds, agents, and business partners. This position focuses on policy servicing, account maintenance, processing requests, and ensuring a positive customer experience. You will work closely with clients, brokers, carriers, and internal teams to provide timely and accurate service while supporting UIP's commitment to excellence.
What You Will Do
- Provide outstanding customer service to insureds, agents, and business partners
- Respond to phone calls, emails, and service requests in a timely and professional manner
- Process Certificates of Insurance (COIs) and Evidence of Insurance (EOIs)
- Assist with policy endorsements, changes, cancellations, and reinstatements
- Request and track loss runs
- Maintain accurate account records and policy documentation
- Follow up on outstanding items and policy requirements
- Assist with policy issuance and delivery
- Maintain clear and consistent communication with clients, agents, carriers, and internal teams
- Support underwriting and service teams with administrative tasks as needed
- Contribute to a team-oriented environment focused on service, accountability, and continuous improvement
What You Will Need
- Strong customer service skills with a professional and positive attitude
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Ability to work independently while contributing to a collaborative team environment
- Strong work ethic and commitment to delivering exceptional service
- Insurance experience preferred, but not required
Preferred Qualifications
- Previous customer service experience in insurance
- Experience handling client inquiries and resolving customer issues
- Experience working in a fast-paced office environment
- Familiarity with commercial insurance terminology and processes
Tools & Technology
Experience with or can learn:
- Agency Management Systems (e.g., Applied EPIC, AMS360)
- Microsoft Office Suite (Excel, Outlook, Teams)
- Carrier portals and online insurance platforms
- Online underwriting tools and policy management systems
The Details
- Phoenix, AZ-based position with a hybrid work schedule
- Competitive salary & bonus opportunity (Range $40,000 - $45,000 based on experience)
- Comprehensive Medical, Dental, and Vision benefits
- 401(k) with company match
- Paid vacation and company holidays
- Opportunity to grow your career within a rapidly expanding, relationship-driven organization