Customer Service Representative

General Responsibilities

As a Customer Service Representative, you will play a key role in delivering exceptional service and support to UIP's insureds, agents, and business partners. This position focuses on policy servicing, account maintenance, processing requests, and ensuring a positive customer experience. You will work closely with clients, brokers, carriers, and internal teams to provide timely and accurate service while supporting UIP's commitment to excellence.

What You Will Do

• Provide outstanding customer service to insureds, agents, and business partners
• Respond to phone calls, emails, and service requests in a timely and professional manner
• Process Certificates of Insurance (COIs) and Evidence of Insurance (EOIs)
• Assist with policy endorsements, changes, cancellations, and reinstatements
• Request and track loss runs
• Maintain accurate account records and policy documentation
• Follow up on outstanding items and policy requirements
• Assist with policy issuance and delivery
• Maintain clear and consistent communication with clients, agents, carriers, and internal teams
• Support underwriting and service teams with administrative tasks as needed
• Contribute to a team-oriented environment focused on service, accountability, and continuous improvement

What You Will Need

• Strong customer service skills with a professional and positive attitude
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Ability to work independently while contributing to a collaborative team environment
• Strong work ethic and commitment to delivering exceptional service
• Insurance experience preferred, but not required

Preferred Qualifications

• Previous customer service experience in insurance
• Experience handling client inquiries and resolving customer issues
• Experience working in a fast-paced office environment
• Familiarity with commercial insurance terminology and processes

Tools & Technology

Experience with or can learn:

• Agency Management Systems (e.g., Applied EPIC, AMS360)
• Microsoft Office Suite (Excel, Outlook, Teams)
• Carrier portals and online insurance platforms
• Online underwriting tools and policy management systems

The Details

• Phoenix, AZ-based position with a hybrid work schedule
• Competitive salary & bonus opportunity (Range $40,000 - $45,000 based on experience)
• Comprehensive Medical, Dental, and Vision benefits
• 401(k) with company match
• Paid vacation and company holidays
• Opportunity to grow your career within a rapidly expanding, relationship-driven organization