Client Services Representative

**JOB SUMMARY** Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide high-quality service to agents and policyholders on behalf of our clients. This role is responsible for handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance. **ESSENTIAL DUTIES & RESPONSIBILITIES** - Deliver professional, courteous, and solution-oriented customer service - Handle inbound calls and respond to inquiries related to policies, billing, and claims - Process endorsements, policy changes, cancellations, reinstatements, and payments - Prepare quotes and policy documentation - Maintain accurate records across multiple systems - Support First Notice of Loss (FNOL) intake - Assist during catastrophe (CAT) events - Ensure compliance with carrier guidelines and regulations - Meet performance standards, including adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectations - Participate in ongoing training and development; continuing education requirements **REQUIRED SKILLS & EXPERIENCE** - Strong communication skills - Excellent customer service ability - Detail-oriented and accurate - Strong problem-solving skills - Ability to multitask in a fast-paced environment - P&C insurance knowledge a plus - Bilingual a plus **EDUCATION & TRAINING** - Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or closely related field preferred. **LICENSE OR CERTIFICATIONS** - 20-44 or 2-20 Insurance License must be obtained within 90 days of employment (company paid). To foster Exzeo’s commitment to creating a collaborative work environment, remote workers will be required to report to a central office location for one week every quarter for collaboration, team building, and educational exercises. Exzeo offers 100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential.