Rate
5001 - 10000 employees
Founded 2000
💳 Fintech
🛍️ eCommerce
💸 Finance
Fintech • eCommerce • Finance
Rate is a financial technology company specializing in mortgage and personal loan solutions. They offer services such as same-day mortgage approvals, home equity lines of credit (HELOC), personal loans, and insurance options from over 100 carriers. With a focus on competitive rates and customer support, Rate aims to simplify the financing process for home purchases and refinancing.
Central Account Manager
Job not on LinkedIn
🕒 2 days ago
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Rate
5001 - 10000 employees
Founded 2000
💳 Fintech
🛍️ eCommerce
💸 Finance
Fintech • eCommerce • Finance
Rate is a financial technology company specializing in mortgage and personal loan solutions. They offer services such as same-day mortgage approvals, home equity lines of credit (HELOC), personal loans, and insurance options from over 100 carriers. With a focus on competitive rates and customer support, Rate aims to simplify the financing process for home purchases and refinancing.
📋 Description
• Build rapport with existing customers to offer the best solutions for their specific needs • Cross-sell products to existing customers • Provide timely responses to inquiries via phone and email • Process certificates, handle endorsements and binder requests for personal lines insurance policies • Ensure a positive customer experience with every interaction
🎯 Requirements
• At least one year of property and casualty insurance experience in central region states • Active property and casualty insurance license • Located in Central Time • Servicing existing policyholders and successful track record in customer service • Excellent communication and interpersonal skills • Ability to effectively function at a high level in a virtual work environment
🏖️ Benefits
• Base salary with the opportunity to earn commissions • Employee Development Programs • Medical, Dental, Vision, and Disability Benefits • 401k • Company Paid Holidays & Paid Time Off • Paid Health & Wellness Day and Volunteer Day
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