Associate Customer Experience Agent - Personal Lines (West Coast)
Indexed description
RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company.
Position Purpose
Provides front-line operational and customer support. Assists by responding to general inquiries, providing product knowledge while ensuring insurance policy alignment with customer needs. Product support includes personal and/or commercial lines policies.
- Property & Casualty License preferred
- Contact Center and/or Personal Lines experience preferred
- Provide basic operational and customer support to administrators, agents, brokers and policyholders.
- Effectively communicate via telephone, chat or email with various internal or external channels.
- In response to basic inquiries, research and develop the appropriate answer based on customer channel.
- Effectively communicate with the Lindbergh Insurance Group team to ensure proper handling of operational and customer inquiries.
- Keep accurate records of customer interactions and transactions, recording details of inquiries, complaints and comments, as well as actions taken.
- In response to inquiries from customers, prepare quotes and bind coverage for RLI insurance products, ensuring alignment with the customer’s needs.
- Assist with other duties as needed.
- Typically requires a high school diploma; for Agency Operations, P&C license is preferred but will be required within 3 months of employment
- 0+ years of related experience for consideration
- [OR] equivalent level of education and experience
- Must have good interpersonal and communication skills and be sensitive, adaptable, professional, and articulate when dealing with internal and external customer channels.
- Personal and/or commercial P&C insurance knowledge preferred.
- Ability to provide excellent customer service support in a timely and friendly manner.
- Detail oriented with good organizational skills.
- Ability to follow procedures as outlined by management.
- Ability to handle multiple tasks simultaneously and prioritize duties in a fast-paced environment.
- Ability to perform quality work while meeting processing deadlines.
- Experience supporting niche insurance products preferred.
Base Pay Range
$20.01 - $26.63
Total Rewards
At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.
Financial Incentives
- Annual bonus plans
- Employee stock ownership plan (ESOP)
- 401(k) — automatic 3% company contribution
- Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
- Paid time off (PTO) and holidays
- Paid volunteer time off (VTO) to support our communities
- Parental and family care leave
- Flexible & hybrid work arrangements
- Fitness center discounts and free virtual fitness platform
- Employee assistance program
- Comprehensive medical, dental and vision benefits
- Flexible spending and health savings accounts
- 2x base salary for group life and AD&D insurance
- Voluntary life, critical illness, & accident insurance for purchase
- Short-term and long-term disability benefits
- Training & certification opportunities
- Tuition reimbursement
- Education bonuses
RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
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