Insurance Customer Service Representative III (Licensed)

@ Entrata

Insurance Customer Service Representative III (Licensed)

Posted 5 months ago

This job is still taking applications, but it's been up a while.

About the job

Entrata is a global leader in AI-driven property management tech, fostering innovation and transparency. The Insurance CSR III role focuses on servicing and managing insurance policies, providing expertise and support within a collaborative environment.

Requirements

Active Property & Casualty license
3+ years insurance customer service
Policy servicing expertise
Strong communication skills

Qualifications

Multiple state licenses preferred
Experience in high-volume insurer
Training or mentoring experience
Familiar with Zendesk or support platforms

Full 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 insurance professional who serves as a trusted resource for both customers and team members. In this role, you’ll handle complex service and policy-related matters that require licensure, including coverage changes, endorsements, renewals, and compliance-sensitive situations. As a senior member of the team, you’ll help mentor and support CSR I and II team members, share best practices, and contribute to the continued growth and development of the organization. This role offers the opportunity to deepen your insurance expertise, expand your leadership skills, and play a key role in enhancing the customer experience while supporting policy growth and retention initiatives.

*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

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?

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