Insurance Customer Service Representative III (Licensed)

Job Description

Job Description

Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions.

Entrata's Homebody (Insurance) CSR III is a licensed service professional who provides advanced expertise in servicing and policy management. This role handles escalated customer requests that require licensure, including coverage changes, endorsements, renewals, and compliance-sensitive situations. CSR IIIs also act as a knowledge resource for CSR I and II team members and may support cross-selling and policy enhancements.

*This is a hybrid position based out of Lehi, UT.

Responsibilities:

• Process service requests that require a resident insurance producer license (endorsements, coverage changes, cancellations, reinstatements)
• Manage escalated insurance verification cases requiring advanced policy knowledge or complex interpretation
• Act as an escalation point for CSR I and II on licensed or high-risk matters
• Partner with Sales Agents on cross-functional service needs requiring a license
• Support training and knowledge sharing within the service team
• Contribute to compliance initiatives and workflow improvement projects
• Identify opportunities to cross-sell or enhance policies in compliance with licensing requirements

Minimum Qualifications:

• Resident Property & Casualty Insurance Producer License (active)
• 3+ years of insurance customer service or related experience
• Demonstrated expertise in policy servicing and compliance
• Strong communication and problem-solving skills

Preferred Qualifications:

• Multiple state licenses
• Prior experience in a high-volume insurance agency or carrier environment
• Experience training or mentoring peers
• Experience with Zendesk or other customer support platforms

This band covers the full base compensation range for this role. Your offer within this range will depend on factors like experience, skills, and internal equity.

Level - S4

Benefits:

Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.

Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.

HSA/FSA options and employer-paid disability benefits provided for eligible employees.

Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.

Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, gym memberships, mental health resources, wellness challenges, and employee assistance programs.

Entrata Cares programs offers opportunities for volunteerism, charity events, and giving back to our community.

Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.

Bi-annual swag drops for employees

Currently, Entrata hires in Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, Florida, Georgia, South Carolina, Ohio, Pennsylvania, and Illinois for Exempt roles and Arizona, Idaho, Utah, Wyoming, Texas, North Carolina, and Florida for Non-Exempt roles. 

Entrata is dedicated to creating a workplace where a diverse and inclusive team thrives in an environment free from discrimination. We provide equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, protected veteran status, or any other applicable characteristics protected by law.

It’s a great place to work! Will you join us?

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.