Customer Service Advocate

Customer Service Advocate

This is a hybrid position. Applicants must be able to commute and work in our Midvale, UT office at least two days per week. Applicants who do not live within driving distance of Midvale, UT will not be considered.

Job Summary:

Customer Service Advocates are responsible for assisting business partners and policyholders primarily through inbound phone calls, with limited chat and email interactions as well. This is a fast-paced, high-volume call center environment where advocates are expected to consistently meet or exceed established call center metrics and attendance requirements. In addition, you will be working with new business applications and renewal policies in our state-of-the-art policy system to confirm risk eligibility and direct underwriting activities, as needed. You will be a critical part in taking Bamboo and its image to the next level in this position. This position will work a shift from 9:30am - 6:00pm.

Duties/Responsibilities:

Regular, predictable, and punctual attendance is required. Handle a high volume of inbound phone calls from business partners and policyholders, providing prompt and professional customer service. Respond to chat and email inquiries as needed. Consistently meet or exceed individual and team performance metrics, including call handling time, quality assurance scores, and schedule adherence. Represent Bamboo Insurance to all clients by ensuring a top-notch customer experience. Navigate new business applications and renewals on policy system. Collaborate with team members to assist in complex customer requests, as needed. Perform other related duties as assigned.

Required Skills/Abilities:

Strong verbal communication skills with the ability to handle phone interactions professionally and efficiently. Strong written communication skills for chat and email correspondence. Ability to apply business rules to make sound decisions on potential property risks. Ability to thrive in a fast-paced, high-volume environment while maintaining quality and accuracy. Excellent time management skills with the ability to manage competing priorities. Proactive problem-solving skills. Proven ability to work in a team environment. Professional and friendly demeanor.

Required Education and Experience:

Prior customer service experience in a fast-paced call center environment.

Preferred Requirements:

Property and Casualty License.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.