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Client Success Representative

Company: DealerPolicy
Location: Fort Worth
Posted on: January 16, 2022

Job Description:

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 Responsibilities:

  • 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 holders.
  • 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 preferred.
    • Experience working in fast paced, high volume environment.
    • Previous auto or personal lines insurance industry experience preferred.
    • Highly Tech Savvy (Microsoft Office Products) CRM and ticketing software experience preferred.
    • Problem Solving - Must have strong analytical/problem solving skills.
    • 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 oriented.
    • Interpersonally Smart - Deescalate problems in real time. Comprehend and resolve issues pertaining to the customer through clear communication.
    • 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, which include
      • 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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