Insurance Customer Service Representative
Entrata, Lehi, UT, United States
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.
Entrata Software in Lehi, Utah is seeking an entry‑level Insurance Customer Service Representative (CSR) to join our team. The CSR will provide essential customer support within the insurance domain, utilizing foundational knowledge to address routine inquiries, policy updates, and basic problem‑solving tasks. This role involves collaborating with colleagues, following established procedures, and contributing to projects. The ideal candidate is detail‑oriented, possesses strong communication skills, and is eager to develop their expertise within the insurance industry.
*This is a hybrid position based out of Lehi, UT.
Responsibilities
Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies
Proactively engage in cross‑selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations
Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service
Collaborate with internal teams to escal\ion and resolve more complex issues under supervision
Maintain accurate customer records, ensuring all interactions and policy updates are properly documented
Follow established procedures and guidelines to ensure compliance with state and federal regulations
Support senior team members in handling projects and assignments, contributing to team goals
Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings
Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions
Minimum Qualifications
Basic understanding of insurance industry practices and concepts
Proficiency in using computer applications for data entry and record‑keeping
Strong written and verbal communication skills
Ability to follow standard instructions and established processes
Demonstrated problem‑solving skills within a limited scope
Detail‑oriented approach to completing tasks accurately
Collaborative mindset for effective teamwork
Eagerness to learn and develop competence
Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations
Preferred Qualifications
College or university degree in a relevant field or equivalent work experience
Familiarity with Entrata software and tools
Previous customer service experience in the insurance sector
Intermediate knowledge of insurance principles and terminology
Ability to adapt to evolving processes and procedures
Demonstrated ability to handle a high volume of customer interactions
Basic understanding of insurance industry practices and concepts
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.
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 offering opportunities for volunteerism, charity events, and giving back to our community.
Exclusive pre‑paid 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.
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.
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 – S3.
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Entrata Software in Lehi, Utah is seeking an entry‑level Insurance Customer Service Representative (CSR) to join our team. The CSR will provide essential customer support within the insurance domain, utilizing foundational knowledge to address routine inquiries, policy updates, and basic problem‑solving tasks. This role involves collaborating with colleagues, following established procedures, and contributing to projects. The ideal candidate is detail‑oriented, possesses strong communication skills, and is eager to develop their expertise within the insurance industry.
*This is a hybrid position based out of Lehi, UT.
Responsibilities
Respond to customer inquiries via phone, email, and chat, providing accurate information and resolving routine issues regarding insurance policies
Proactively engage in cross‑selling and upselling insurance products by identifying customer needs and recommending relevant services or upgrades, ensuring compliance with applicable state and federal regulations
Assist customers with policy updates, renewals, and basic claims inquiries, ensuring timely and efficient service
Collaborate with internal teams to escal\ion and resolve more complex issues under supervision
Maintain accurate customer records, ensuring all interactions and policy updates are properly documented
Follow established procedures and guidelines to ensure compliance with state and federal regulations
Support senior team members in handling projects and assignments, contributing to team goals
Stay informed about company insurance products, updating knowledge regularly to provide current and relevant information to clients
Participate in team meetings and training sessions to deepen understanding of the insurance industry and Entrata’s product offerings
Ensure a high level of customer satisfaction by maintaining a positive and professional attitude in all interactions
Minimum Qualifications
Basic understanding of insurance industry practices and concepts
Proficiency in using computer applications for data entry and record‑keeping
Strong written and verbal communication skills
Ability to follow standard instructions and established processes
Demonstrated problem‑solving skills within a limited scope
Detail‑oriented approach to completing tasks accurately
Collaborative mindset for effective teamwork
Eagerness to learn and develop competence
Ability to identify customer interest in additional products and services, in line with applicable state and federal regulations
Preferred Qualifications
College or university degree in a relevant field or equivalent work experience
Familiarity with Entrata software and tools
Previous customer service experience in the insurance sector
Intermediate knowledge of insurance principles and terminology
Ability to adapt to evolving processes and procedures
Demonstrated ability to handle a high volume of customer interactions
Basic understanding of insurance industry practices and concepts
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.
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 offering opportunities for volunteerism, charity events, and giving back to our community.
Exclusive pre‑paid 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.
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.
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 – S3.
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