
51 - 200 employees
🛡️ Insurance
💳 Fintech
🤖 Artificial Intelligence
Insurance • Fintech • Artificial Intelligence
COVU is a technology-driven company that focuses on servicing, managing, and growing property and casualty (P&C) insurance agencies. With over $22 million in Series A funding, COVU combines a team of U. S. -based licensed agents with advanced AI technology to streamline operational tasks, enhance customer communication, and support agency growth while ensuring full ownership retention for agency principals. By offering comprehensive management solutions, COVU empowers agencies to increase efficiency and profitability without compromising their operations or autonomy.
🔥 2 hours ago
🗣️🇪🇸 Spanish Required
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51 - 200 employees
🛡️ Insurance
💳 Fintech
🤖 Artificial Intelligence
Insurance • Fintech • Artificial Intelligence
COVU is a technology-driven company that focuses on servicing, managing, and growing property and casualty (P&C) insurance agencies. With over $22 million in Series A funding, COVU combines a team of U. S. -based licensed agents with advanced AI technology to streamline operational tasks, enhance customer communication, and support agency growth while ensuring full ownership retention for agency principals. By offering comprehensive management solutions, COVU empowers agencies to increase efficiency and profitability without compromising their operations or autonomy.
• Manage and update customer policy information • Assist with policy renewals • Handle carrier notices • Process standard US insurance documentation • Answer general inquiries and respond to customer needs with accurate and timely information • Assist customers with account management, billing inquiries, and non-premium bearing policy amendments • Update customer information and policy details in CRM/AMS platforms • Handle 40-60 customer calls daily • Work with cross-functional teams to resolve customer issues • Ensure a CSAT return rate of 90% with an average score of 4.7 • Be coachable and adaptable to changes in market conditions, processes, and service needs.
• Fluent in Spanish (Required) • Advanced or native-level fluency in English is highly preferred • Strong customer service skills with a focus on communication and problem-solving • Ability to handle high call volumes and manage multiple cases simultaneously • Proficient in industry-standard CRM/AMS platforms • Self-motivated with a sense of urgency and adaptability to changing market needs • Ability to work independently and be open to feedback and coaching • Call center or customer service center experience preferred • Proven experience working within the US Personal and/or Commercial Lines Insurance market • Familiarity with US real estate/mortgage processes • Experience in using multiple Agency Management Systems (AMS) such as Applied Epic, Vertafore AMS360, EZLynx, HawkSoft, NowCerts, Agency Matrix, QQ Catalyst, Applied TAM, or Nexsure • Experience utilizing modern Customer Relationship Management (CRM) tools such as HubSpot, Zendesk, Salesforce, Zoho CRM, or Microsoft Dynamics 365.
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