Licensed Customer Service Representative, Insurance

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

📋 Description

• Manage all facets of client accounts, including policy modifications, cancellations, account updates, and payment processing.

• Evaluate accounts for necessary coverage adjustments and incorporate additional coverages as per client requirements.

• Refer existing clients to the sales team when necessary to ensure agency retention and enhance client satisfaction.

• Prepare necessary documents such as applications, change requests, disclosures, and other paperwork.

• Cultivate strong relationships with clients and insurance carriers.

• Respond to incoming calls and emails promptly.

• Identify and assess customer needs to ensure satisfaction.

• Document client and carrier interactions, completed tasks, and received documents in the AMS360 management system.

• Undertake special projects and additional tasks assigned by management.

• Cross-sell additional lines of business through comprehensive account reviews.

⛳️ Requirements

• Property & Casualty (P&C) Insurance License is required.

• Demonstrated customer support experience in home and auto insurance.

• Ability to handle multiple tasks, prioritize effectively, and manage time efficiently.

• Proficient in all Microsoft Office applications.

• Strong attention to detail combined with time management and decision-making abilities.

• Comfortable working in a high-volume environment.

• Excellent written and verbal communication skills.

• Technologically adept.

• A dedicated, distraction-free home workspace is essential.

• Availability during assigned work hours to meet call volume and service expectations.

• Must adhere to assigned schedules, including scheduled holidays based on business coverage needs.

• Meet established productivity, quality, and performance benchmarks.

• Ability to navigate multiple computer systems simultaneously while actively engaging with customers.

• A professional workspace with a dedicated desk is required.

• Access to reliable high-speed internet with a wired connection (cable, fiber, or DSL) from a major ISP, with a minimum of 25 Mbps download and 10 Mbps upload; 50 Mbps download / 25 Mbps upload or higher is recommended.

• Experience with AMS360, PL Rater, or other rating tools is preferred.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• HSA, FSA, and Dependent Care FSA options available.

• Three weeks of paid time off along with generous holiday benefits.

• Paid Parental Leave plus baby cash support.

• Matching contributions for 401(k) plans.

• Life and disability insurance coverage.

• Opportunity to work from home.

• All necessary computer equipment will be provided.