Licensed Customer Service Representative

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

📋 Description

• Act as the main contact for client service inquiries through phone, email, and agency communication platforms.

• Handle policy modifications, endorsements, certificates, cancellations, reinstatements, renewals, and billing questions.

• Ensure client records are accurate and complete in HawkSoft.

• Assess policies for correctness and pinpoint opportunities to enhance coverage or improve the client experience.

• Liaise with insurance carriers to address underwriting, billing, and policy servicing issues.

• Organize follow-up actions and proactively oversee open service requests.

• Assist producers by providing outstanding ongoing service to current clients.

• Adhere to all agency workflows, documented protocols, and compliance requirements set by carriers.

• Foster a positive team atmosphere by communicating actively and supporting teammates when necessary.

⛳️ Requirements

• Valid Property & Casualty Insurance License (mandatory)

• A minimum of 2 years of experience in insurance customer service preferred

• Background in servicing personal and/or commercial insurance accounts

• Familiarity with HawkSoft or similar agency management systems preferred

• Excellent written and verbal communication abilities

• Strong organizational and time management skills

• Proficient in Microsoft Office 365

• Willingness to learn new technologies and agency systems

🏝️ Benefits

• 401(k)

• 401(k) matching

• Performance-based bonus

• Competitive salary

• Paid time off

• Opportunities for professional development

• Job stability in an expanding industry