Client Services Representative

JOB SUMMARY Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide high-quality service to agents and policyholders on behalf of our clients. This role is responsible for handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance. ESSENTIAL DUTIES & RESPONSIBILITIES Deliver professional, courteous, and solution-oriented customer service Handle inbound calls and respond to inquiries related to policies, billing, and claims Process endorsements, policy changes, cancellations, reinstatements, and payments Prepare quotes and policy documentation Maintain accurate records across multiple systems Support First Notice of Loss (FNOL) intake Assist during catastrophe (CAT) events Ensure compliance with carrier guidelines and regulations Meet performance standards, including adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectations Participate in ongoing training and development; continuing education requirements REQUIRED SKILLS & EXPERIENCE Strong communication skills Excellent customer service ability Detail-oriented and accurate Strong problem-solving skills Ability to multitask in a fast-paced environment P&C insurance knowledge a plus Bilingual a plus EDUCATION & TRAINING Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or closely related field preferred. LICENSE OR CERTIFICATIONS 20-44 or 2-20 Insurance License must be obtained within 90 days of employment (company paid). To foster Exzeo’s commitment to creating a collaborative work environment, remote workers will be required to report to a central office location for one week every quarter for collaboration, team building, and educational exercises. Exzeo offers 100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential.