Customer Service Representative II

This is a fully remote position, open to applicants in United States.

📋 Description

• Address customer insurance inquiries through Salesforce cases, phone interactions, and internal processes.

• Manage property policies, including coverage adjustments, renewals, endorsements, and billing inquiries.

• Provide exceptional customer experiences, particularly in complex or urgent situations.

• Collaborate directly with carrier partners and referral sources to advocate on behalf of clients.

• Ensure accurate documentation and data maintenance within Salesforce.

• Recognize inefficiencies and propose enhancements to processes.

• Work with accountability and independence in a fully remote setting.

⛳️ Requirements

• Over 4 years of experience in the insurance sector (strong preference for homeowners/property experience).

• At least 2 years in a customer-facing service position.

• Valid Property & Casualty insurance license (mandatory before employment — non-negotiable).

• Experience in servicing HO3, DP3, or landlord policies.

• Background in an MGA, agency, or carrier setting.

• Strong knowledge of endorsements and coverage structures.

• Proficiency in Spanish (preferred but not essential).

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance.

• Flexible paid time off, including a 12-week Paid Parental Leave.

• Retirement savings plan with company matching.

• Opportunities for equity participation.

• Monthly stipends to promote a healthy lifestyle and support learning and development initiatives.