Insurance Customer Service Representative at Entrata

Lehi, Utah, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Insurance, Property ManagementIndustries

Requirements

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
College or university degree in a relevant field or equivalent work experience (preferred)
Familiarity with Entrata software and tools (preferred)
Previous customer service experience in the insurance sector (preferred)
Intermediate knowledge of insurance principles and terminology (preferred)
Ability to adapt to evolving processes and procedures (preferred)
Demonstrated ability to handle a high volume of customer interactions (preferred)

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 escalate 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

Skills

Customer Service

Insurance Policies

Phone Support

Email Support

Chat Support

Cross-Selling

Upselling

Problem Solving

Communication Skills

Entrata

Property management software with integrated tools

About Entrata

Entrata provides property management software that simplifies the management of apartment communities. Its platform offers a single-login access to various online tools, including websites, mobile apps, payment processing, lease signing, accounting, and resident management. This software allows property management companies to operate more efficiently by integrating with third-party applications through an open API, enabling customization of their technology solutions. Unlike many competitors, Entrata focuses on creating a comprehensive suite of tools that enhance both operational efficiency and resident experiences. The goal of Entrata is to streamline property management processes and improve the overall experience for both property managers and residents.

Lehi, UtahHeadquarters

2003Year Founded

$493.2MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Enterprise Software, Real EstateIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Paid Vacation

Flexible Work Hours

Remote Work Options

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Mental Health Support

Parental Leave

Employee Discounts

Risks

'Inception Fraud' poses a significant risk to property management companies, including Entrata.

The convergence of hospitality and residential technology increases competition in the multifamily market.

New tech-enabled hospitality companies can challenge Entrata's market position.

Differentiation

Entrata offers a single-login, open-access platform for property management.

The platform integrates with third-party applications through an open API.

Entrata serves over 20,000 apartment communities with comprehensive management tools.

Upsides

Entrata's partnership with Freddie Mac enhances residents' financial stability through credit-building.

The integration with Respage boosts marketing and automation capabilities for property managers.

Entrata's expanded API program facilitates seamless technology integrations with partners like Hott Solutions.

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