Customer Service Representative – Insurance Agency

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

📋 Description

• Respond to incoming customer inquiries via phone and email regarding policies, endorsements, renewals, and general service inquiries.

• Retrieve and distribute certificates of insurance, declaration pages, and proof of coverage.

• Assist with renewals by collecting updated customer information and collaborating with licensed agents.

• Work alongside licensed agents to address complex issues and escalate inquiries that require specialized licensed expertise.

• Ensure accurate and comprehensive record-keeping across the CRM, agency management system, and carrier platforms.

• Recognize recurring customer issues and communicate opportunities for process enhancements.

• Provide general service and operational assistance as the team expands.

• Collaborate using Google Workspace, Zoom, and Slack.

• Report directly to the Manager of Insurance Operations.

⛳️ Requirements

• 1–3 years of experience in customer service, sales, or a role related to insurance.

• A high school diploma or equivalent qualification.

• Strong, professional communication skills.

• Ability to manage multiple systems and priorities simultaneously.

• Good judgment in determining which issues can be resolved independently and which require a licensed agent's attention.

• Detail-oriented with patience for process-oriented tasks.

• This is a remote position based in the U.S.

• Standard working hours are Monday through Friday, from 9:00 a.m. to 5:30 p.m.; preference for PST hours.

• Preferred: an active Property & Casualty (P&C) license.

• Preferred: familiarity with CRM tools, AMS platforms, or carrier systems.

• Preferred: previous experience in insurance servicing or within an agency setting.

• Must be legally authorized to work in the United States.

🏝️ Benefits

• Comprehensive medical, dental, and vision healthcare plans for employees and their dependents.

• Rejuvenation Policy – Flexible Vacation Time Off plus 11 holidays and a company-wide holiday shutdown.

• New Parent Leave for employees with a newborn child or a child placed for adoption or foster care.

• Mental health support services.

• Paid sabbatical after five years of service.

• Health and Dependent Care FSA and HSA Plan with a monthly contribution from NerdWallet.

• Monthly Wellness Stipend.

• Cell Phone Stipend.

• Wifi Stipend for remote employees.

• Equipment stipend for working from home.

• Co-working space subsidy.

• Employee Resource Groups.

• Hackathons and team-building events.

• Company-wide gatherings such as NerdLove and the annual Charity Auction.

• 8 hours of volunteer time off each quarter.

• Company match for charitable contributions.

• 401K plan with a 4% company match.

• Access to new financial products and tools.

• Financial wellness guidance and unlimited access to a Certified Financial Planner through Northstar.

• Disability and Life Insurance with premiums covered by the employer.