Licensed Customer Engagement Specialist

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

📋 Description

• Participate in daily team meetings to ensure alignment on objectives and priorities.

• Receive continuous coaching and training to enhance skills.

• Conduct outbound calls to current customers regarding policy renewals, billing reminders, policy reviews, coverage recommendations, and service opportunities.

• Identify chances to enhance customers' insurance protection and connect them with licensed agents when necessary.

• Follow up on requested documents, unresolved items, and policy servicing requirements.

• Provide assistance with data entry, policy documentation, scheduling, and other administrative tasks.

• Meet with the manager for guidance, feedback, and professional growth.

• Develop relationships with existing customers through proactive outreach.

• Provide outstanding customer service consistently.

• Communicate insurance details clearly and professionally.

• Balance customer outreach efforts with administrative duties.

⛳️ Requirements

• An active Property & Casualty License or Personal Lines License in the applicant's state of residence is required.

• Prior experience in an insurance agency, customer service, retention, or call center is preferred.

• Strong verbal and written communication abilities.

• Comfortable with making a high volume of outbound customer calls.

• Excellent organizational and time management capabilities.

• Ability to multitask and work independently in a remote setting.

• A positive attitude and a genuine passion for assisting customers.

• Reliable, self-driven, and dedicated to helping customers safeguard what matters most.

🏝️ Benefits

• Starting compensation at $16/hour along with bonus opportunities.

• Initial 4 days of paid vacation, with additional days accrued over time.

• One week of paid sabbatical leave each year after 9 months of employment.

• Health, dental, and vision insurance available for you and your family.

• Up to $5,250 annually for continued education and professional development.

• Access to a 401(k) plan.

• Ongoing coaching and training provided.

• Opportunities for career advancement.

• Flexible work-from-home arrangement.

• A supportive team culture.

• Company recognition for achievements.