Service Agent (Intro Call)

The Service Agent (Intro Call) provides front-line support through inbound calls and non-call channels, balancing efficiency with a warm client experience while identifying cross-sell and retention opportunities. This hybrid role involves managing policy changes, processing updates, and conducting quality checks on complex cases within a multi-carrier, multi-state insurance service model. The position requires strong analytical abilities, communication precision, and adherence to compliance guidelines, while also providing peer coaching to support the growth of L1 agents.