Fort Lauderdale, Florida, United States · Hybrid
Job DetailsJob Location: Fort Lauderdale, FL 33301JOB SUMMARY Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide …
Skills: Customer Service, Communication Skills, Problem-solving, Multitasking, P&C Insurance Knowledge
Tampa, Florida, United States · On-site
Job DetailsJob Location: Tampa, FL 33607JOB SUMMARY The Treasury Services Associate plays a critical role in supporting the company's financial operations by accurately processing and applying payments, researching trans…
Skills: Payment Processing, Cash Application, Financial Data Integrity, Transaction Research, Problem Solving
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide high-quality service to agents and policyholders by handling inbound inquiries and processing policy transactions. Responsibilities include managing endorsements, cancellations, and First Notice of Loss intake while ensuring compliance with carrier guidelines.
Candidates should have strong communication and problem-solving skills, with a preference for a degree in Insurance, Risk Management, or Business. A 20-44 or 2-20 Insurance License must be obtained within 90 days of employment.
Job DetailsJob Location: Fort Lauderdale, FL 33301JOB 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.
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
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
Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or closely related field preferred.
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.
Qualifications
Providing Technology-Powered Insurance Solutions
Exzeo is a leading innovator of end-to-end, technology-powered solutions for the property and casualty (P&C) insurance industry. We deliver a comprehensive suite of integrated capabilities, including an intelligent data repository, mapping and data visualization, quoting and policy administration, and claims management. These features support mission-critical digital workflows, driving efficiency and innovation. Exzeo’s parent company, HCI Group, Inc., which is publicly traded on the NYSE under the ticker symbol HCI, has a diverse portfolio of subsidiaries involved in areas such as homeowners' insurance, reinsurance, real estate, and technology solutions.
Offices: 1000 Century Park Dr, Tampa, Florida 33607, US · A42/6, Pinacle Tower, Noida, Uttar Pardesh 201301, IN
Providing Technology-Powered Insurance Solutions
Exzeo is a leading innovator of end-to-end, technology-powered solutions for the property and casualty (P&C) insurance industry. We deliver a comprehensive suite of integrated capabilities, including an intelligent data repository, mapping and data visualization, quoting and policy administration, and claims management. These features support mission-critical digital workflows, driving efficiency and innovation. Exzeo’s parent company, HCI Group, Inc., which is publicly traded on the NYSE under the ticker symbol HCI, has a diverse portfolio of subsidiaries involved in areas such as homeowners' insurance, reinsurance, real estate, and technology solutions.
Offices: 1000 Century Park Dr, Tampa, Florida 33607, US · A42/6, Pinacle Tower, Noida, Uttar Pardesh 201301, IN
