Intake Specialist

Insurance Intake Specialist

Customer Intake Specialist

We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake Specialists for their expanding frontline team. The company serves small businesses across the US and is adding roughly 1,000 customers per month following a recent Series A raise. These roles sit at the front of the customer journey and are central to the company's ability to scale.

Key responsibilities

• Conduct high-volume inbound calls with small business owners to assess their insurance needs and capture application information
• Enter data accurately in real time while maintaining a professional, engaging customer experience across back-to-back calls
• Serve as the customer's first point of contact, setting the tone for the company's brand in...