Customer Service Representative-Call Center - Remote

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

CalSurance Associates is a leading E&O insurance broker for Life & Health and Property & Casualty Insurance professionals. We provide insurance brokerage and program administration services to some of the largest insurance firms in the United States. As the originator of large group E&O programs for insurance agents, we have over fifty years of experience delivering customized insurance solutions to insurance agents, agencies, and organizations.

Customer Service Representative-Call Center

The Customer Service Representative (“CSR”) is part of the first response team for inbound customer phone calls.

ESSENTIAL DUTIES include the following:

• Support incoming calls, emails, and online chats from customers.
• Handle basic coverage questions, assist with enrollment, premium inquiries, and cancellation requests.
• Respond to questions and requests from clients/customers/agents quickly and accurately.
• Record details of all customer interactions including requests, inquiries, comments, complaints and then record details of actions taken.
• Retrieving and responding to voicemail and emails.
• Occasional outbound call campaigns.

JOB REQUIREMENTS:

• Exceptional listening, communication and writing skills with the ability to handle difficult and detailed inbound/outbound calls.
• Must be able to listen effectively to Customers, Leaders, and Teammates and respond in a respectful manner.
• Excellent computer skills including Microsoft Excel, Word, Outlook.
• Ability to multi-task between various software programs.
• Some call center experience desired.
• Customer service experience desired.
• High School diploma/GED.
• Must become a licensed Property & Casualty Insurance Agent within 90 days of hire* including passing the state of California’s extensive background investigation and completing the mandatory 52 hours of licensing education. If you currently have a P&C insurance license, you must keep your license in good standing by adhering to the continuing education hour requirements and background checks.
• Must be able to go into the office (in Orange, CA) for onboarding, teammate meetings and to pick up/return office equipment.

*CalSurance Associates pays for required insurance licensing for our teammates.

Work hours for this position: M-F 8:00am-5:00pm (Pacific Time)

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.