Client Success Representative
Location: Spanish Fork
Posted on: January 16, 2022
DealerPolicy is actively seeking an action-oriented service
representative with a strong focus on efficient and effective
problem solving. Join the rapidly growing team of service
professionals whose primary objective, is to make our dealer
clients happy by providing immediate and real-time responses.
Collaborating cross-departmental to resolve issues gives our
representatives strong insight into a growing business' operations.
The Client Success team's work schedule reflects that of our
dealership partners (Mon - Sat 9am - 6pm EST) to handle our
DealerPolicy is a leader in the emerging Insurtech sector. With its
seamless integration into the car buying process, the company's
innovative solution enables car-buying customers the opportunity to
purchase insurance by connecting them real-time with licensed
insurance agents while simultaneously completing the purchase of
their new car. The company delivers these benefits through an
industry-first combination of partnerships with car dealers, a
growing insurance carrier network, and team of licensed insurance
Serve as the first point of contact for our dealer clients and
resolve all dealer and policy holder inquiries in real-time with
unparalleled customer service and a sense of urgency.
Serve as the first point of contact for all product related
issues/suggestions from the DealerPolicy field teams.
Triage and resolve all referral payment question/concerns (either
direct from dealer or via our Account Executives.
Engage with internal cross-team members in our agent call center,
finance, product, and other divisions to solve challenges and
matters related to delighting our dealer clients and policy
Track and triage all inquiries. Collaborate with the team to
identify trends and present findings.
Foster a culture of TOP NOTCH client service and promote continuous
improvement across all aspects of how we serve our clients.
Desired Skills & Experience:
3-5 yrs. of relevant experience in a customer-facing role
Experience working in fast paced, high volume environment.
Previous auto or personal lines insurance industry experience
Highly Tech Savvy (Microsoft Office Products) CRM and ticketing
software experience preferred.
Problem Solving - Must have strong analytical/problem solving
Humble - A real team player and willing to put in the time and work
hard. Understanding and compassionate.
Hungry - Timeliness of getting things resolved. Goal and task
Interpersonally Smart - Deescalate problems in real time.
Comprehend and resolve issues pertaining to the customer through
Demonstrated ability to assess and solve problems in real time over
the phone working with multiple software tools, and team members
from other departments.
Ability to work on Saturdays as part of a normal schedule.
DealerPolicy offers a comprehensive Benefits Package, which
Medical, Dental and Vision Insurance
Health Savings Account with company match
FSA, Dependent Care FSA and Commuter pre-tax benefit
PTO allowance and holidays
401(k) plan with company match
Discounted Edge & Fitness Membership
Wide variety of local discounts
Keywords: DealerPolicy, Salt Lake City , Client Success Representative, Other , Spanish Fork, Utah
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