Team Focus Insurance Group
Senior Customer Service Rep
Team Focus Insurance Group, Oklahoma City, Oklahoma, United States
**Company Overview**FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.**Position Summary:**The **Underwriter Associate CL - I** provide high-quality, concierge-level service to insureds and agents by managing various servicing functions across small to mid-sized commercial accounts. The role is responsible for handling incoming calls and tasks both including service requests, renewals, billings, cancellations, setting up new business, and providing timely communication and updates to all clients. The Underwriter Associate CL-I plays a vital role in delivering accurate and efficient support across the policy lifecycle, while ensuring service standards and regulatory compliance are met.**Essential Duties and Responsibilities:*** Receive incoming phone calls and service tasks regarding:
+ Policy document requests
+ Billing inquiries
+ Renewal reviews
+ Claims
+ Cancellation Inquiries
+ Reinstatement Inquiries* Locate new or renewal policies in the system, review for accuracy, and ensure timely delivery to policyholders.* Communicate professionally with insureds, agents, and underwriters to:
+ Confirm binding of policy renewals
+ Provide billing and task updates
+ Review potential cancellations and policy status
+ Answer general coverage questions* Provide support in identifying and assisting issues in new line quote submissions.* Set up accounts in agency systems and process **FNOS (First Notice of Service)** and **FNOS Renewal** tasks accurately.* Process insured-requested cancellations and conduct **“White Glove”** pre-cancellation outreach to retain business and mitigate risk.* Review policy expirations in advance of the renewal date and ensures timely communication with underwriters and clients.* Support agents by preparing documents and handling service requests on their behalf.* Intake claim information and initiate the reporting process with the carrier.* Maintain proper documentation and tracking of all servicing tasks.* Follow up on outstanding items and ensure all tasks are resolved within established timelines.**Competencies:*** **Accountability:** Owns outcomes and meets expectations with integrity.* **Client Service Orientation:** Acts promptly and professionally to resolve client needs and improve satisfaction.* **Communication:** Communicates clearly in verbal and written formats; bilingual (English/Spanish) preferred.* **Problem Solving:** Gathers relevant information and proposes practical, timely solutions.* **Technical Acumen:** Understands and applies technical knowledge of P&C insurance in client-facing discussions.* **Sales Insight:** Applies consultative selling and identifies opportunities to offer additional value.* **Organization:** Manages multiple priorities in a fast-paced environment while meeting deadlines.* **Professionalism:** Exhibits respect, tact, and accountability under pressure.* **Team Support:** Fosters collaboration and assists team members as needed.**Qualifications:*** **Experience:**
+ Basic customer service experience and/or insurance experience.
+ Prior call center or high-volume customer service experience is a plus.* **Licensing:**
+ Not required**Technical Skills:*** Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).* Experience with agency management systems such as EZLynx or similar platforms.* Ability to operate office equipment: scanners, copiers, fax machines, calculators.**Work Environment & Physical Requirements:*** **Work Schedule:** Rotating shifts, with availability required through 8:00 PM ET.**Disclaimer:**This job description is not intended to be an exhaustive list of all duties or responsibilities. Tasks may evolve or change based on business needs and operational requirements.We can only hire candidates who reside in the following states: **Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Michigan, Missouri, Mississippi, North Carolina, New Hampshire, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.** Applicants outside these states will not be considered.The FOCUS Difference:* Medical, Dental, Vision, Life, Pet; Flexible Spending Account* Competitive Salaries* 401K Match* Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave* Short and Long-Term Disability* Employee Support Programs, Including Mental Health* Tuition Reimbursement* Matching Charitable Gift Program* Lucrative Referral Program* Commuter Benefits* Flexibility: Remote and Hybrid Opportunities Available*This position is not able to be performed in California, Colorado, New York or Washington.* **EEO***Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.***Disability***Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.**Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.** We’re a leader in the space. We foster ongoing innovation. You get all the benefits of a growing and fast-paced company, while enjoying a very entrepreneurial culture.* The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.* Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.* We embrace change. This is not where you'll find ‘predictable’. Our team wears many hats and has to go with the flow to deliver on our goals and get the job done.* We are a team of collaborators. We work together to ensure the best possible solutions for our internal teams. It is common for us to get outside our swim lanes.* Our environment provides continuous learning. Team members often have to branch out of their comfort zone. Taking ownership is an opportunity and we believe failures might lead to a better solution.Consisting of a team of talented, experienced, and trusted professionals that have been serving the property and casualty insurance industry for more than 75 years, Team Focus Insurance Group has a history of financial stability, growth through innovation, and constant progress. When you join Team Focus, you immediately become one of our most valued components. #J-18808-Ljbffr
+ Policy document requests
+ Billing inquiries
+ Renewal reviews
+ Claims
+ Cancellation Inquiries
+ Reinstatement Inquiries* Locate new or renewal policies in the system, review for accuracy, and ensure timely delivery to policyholders.* Communicate professionally with insureds, agents, and underwriters to:
+ Confirm binding of policy renewals
+ Provide billing and task updates
+ Review potential cancellations and policy status
+ Answer general coverage questions* Provide support in identifying and assisting issues in new line quote submissions.* Set up accounts in agency systems and process **FNOS (First Notice of Service)** and **FNOS Renewal** tasks accurately.* Process insured-requested cancellations and conduct **“White Glove”** pre-cancellation outreach to retain business and mitigate risk.* Review policy expirations in advance of the renewal date and ensures timely communication with underwriters and clients.* Support agents by preparing documents and handling service requests on their behalf.* Intake claim information and initiate the reporting process with the carrier.* Maintain proper documentation and tracking of all servicing tasks.* Follow up on outstanding items and ensure all tasks are resolved within established timelines.**Competencies:*** **Accountability:** Owns outcomes and meets expectations with integrity.* **Client Service Orientation:** Acts promptly and professionally to resolve client needs and improve satisfaction.* **Communication:** Communicates clearly in verbal and written formats; bilingual (English/Spanish) preferred.* **Problem Solving:** Gathers relevant information and proposes practical, timely solutions.* **Technical Acumen:** Understands and applies technical knowledge of P&C insurance in client-facing discussions.* **Sales Insight:** Applies consultative selling and identifies opportunities to offer additional value.* **Organization:** Manages multiple priorities in a fast-paced environment while meeting deadlines.* **Professionalism:** Exhibits respect, tact, and accountability under pressure.* **Team Support:** Fosters collaboration and assists team members as needed.**Qualifications:*** **Experience:**
+ Basic customer service experience and/or insurance experience.
+ Prior call center or high-volume customer service experience is a plus.* **Licensing:**
+ Not required**Technical Skills:*** Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).* Experience with agency management systems such as EZLynx or similar platforms.* Ability to operate office equipment: scanners, copiers, fax machines, calculators.**Work Environment & Physical Requirements:*** **Work Schedule:** Rotating shifts, with availability required through 8:00 PM ET.**Disclaimer:**This job description is not intended to be an exhaustive list of all duties or responsibilities. Tasks may evolve or change based on business needs and operational requirements.We can only hire candidates who reside in the following states: **Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Michigan, Missouri, Mississippi, North Carolina, New Hampshire, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.** Applicants outside these states will not be considered.The FOCUS Difference:* Medical, Dental, Vision, Life, Pet; Flexible Spending Account* Competitive Salaries* 401K Match* Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave* Short and Long-Term Disability* Employee Support Programs, Including Mental Health* Tuition Reimbursement* Matching Charitable Gift Program* Lucrative Referral Program* Commuter Benefits* Flexibility: Remote and Hybrid Opportunities Available*This position is not able to be performed in California, Colorado, New York or Washington.* **EEO***Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.***Disability***Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.**Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.** We’re a leader in the space. We foster ongoing innovation. You get all the benefits of a growing and fast-paced company, while enjoying a very entrepreneurial culture.* The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.* Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel.* We embrace change. This is not where you'll find ‘predictable’. Our team wears many hats and has to go with the flow to deliver on our goals and get the job done.* We are a team of collaborators. We work together to ensure the best possible solutions for our internal teams. It is common for us to get outside our swim lanes.* Our environment provides continuous learning. Team members often have to branch out of their comfort zone. Taking ownership is an opportunity and we believe failures might lead to a better solution.Consisting of a team of talented, experienced, and trusted professionals that have been serving the property and casualty insurance industry for more than 75 years, Team Focus Insurance Group has a history of financial stability, growth through innovation, and constant progress. When you join Team Focus, you immediately become one of our most valued components. #J-18808-Ljbffr