Client Success Representative
Location: Fort Worth
Posted on: January 16, 2022
DescriptionDealerPolicy is actively seeking an action-oriented
service representative with a strong focus on efficient and
effective problem solving. Join the rapidly growing team of service
professionals whose primary objective, is to make our dealer
clients happy by providing immediate and real-time responses.
Collaborating cross-departmental to resolve issues gives our
representatives strong insight into a growing business' operations.
The Client Success team's work schedule reflects that of our
dealership partners (Mon - Sat 9am - 6pm EST) to handle our
client's needs.About UsDealerPolicy is a leader in the emerging
Insurtech sector. With its seamless integration into the car buying
process, the company's innovative solution enables car-buying
customers the opportunity to purchase insurance by connecting them
real-time with licensed insurance agents while simultaneously
completing the purchase of their new car. The company delivers
these benefits through an industry-first combination of
partnerships with car dealers, a growing insurance carrier network,
and team of licensed insurance advocates.General
- Serve as the first point of contact for our dealer clients and
resolve all dealer and policy holder inquiries in real-time with
unparalleled customer service and a sense of urgency.
- Serve as the first point of contact for all product related
issues/suggestions from the DealerPolicy field teams.
- Triage and resolve all referral payment question/concerns
(either direct from dealer or via our Account Executives.
- Engage with internal cross-team members in our agent call
center, finance, product, and other divisions to solve challenges
and matters related to delighting our dealer clients and policy
- Track and triage all inquiries. Collaborate with the team to
identify trends and present findings.
- Foster a culture of TOP NOTCH client service and promote
continuous improvement across all aspects of how we serve our
clients.RequirementsDesired Skills & Experience:
- 3-5 yrs. of relevant experience in a customer-facing role
- Experience working in fast paced, high volume environment.
- Previous auto or personal lines insurance industry experience
- Highly Tech Savvy (Microsoft Office Products) CRM and ticketing
software experience preferred.
- Problem Solving - Must have strong analytical/problem solving
- Humble - A real team player and willing to put in the time and
work hard. Understanding and compassionate.
- Hungry - Timeliness of getting things resolved. Goal and task
- Interpersonally Smart - Deescalate problems in real time.
Comprehend and resolve issues pertaining to the customer through
- Demonstrated ability to assess and solve problems in real time
over the phone working with multiple software tools, and team
members from other departments.
- Ability to work on Saturdays as part of a normal schedule.
IND123BenefitsDealerPolicy offers a comprehensive Benefits Package,
- Medical, Dental and Vision Insurance
- Health Savings Account with company match
- FSA, Dependent Care FSA and Commuter pre-tax benefit
- PTO allowance and holidays
- 401(k) plan with company match
- Discounted Edge & Fitness Membership
- Wide variety of local discounts
Keywords: DealerPolicy, Fort Worth , Client Success Representative, Other , Fort Worth, Texas
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