Job Description

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Insurance Customer Service Specialist

Location: Remote – United States

Work Arrangement: Fully Remote (Telecommute)

Employment Type: Employee | Full-Time

Number of Openings: 1 Position

Industry: Insurance / Professional Services

Compensation: $800–$1,200 USD per month

Insurance License: Not Required

Start Date: November 2

About the Company

Our client is an established independent insurance agency with over 17 years of experience serving individuals and businesses.

The agency provides insurance-related services and ongoing policy support, helping customers navigate their insurance needs, manage policy information, and receive assistance with routine service requests.

With a strong emphasis on dependable service, professional communication, and customer relationships, the company is seeking an organized and customer-focused professional to support its insurance service operations.

About the Role

We are looking for a dependable and detail-oriented Insurance Customer Service Specialist to support the daily customer service and administrative operations of an independent insurance agency.

In this role, you will assist customers with billing inquiries, payments, policy documentation, renewals, claims intake, and general insurance service requests.

You will communicate with customers and insurance carriers, maintain accurate records, follow up on pending requests, and ensure that customer needs are addressed professionally and efficiently.

This opportunity is ideal for someone with strong customer service, communication, and administrative skills who enjoys helping people, staying organized, and managing multiple responsibilities.

Previous insurance experience is a plus but is not required. No insurance license is needed for this position.

What You'll Do

Customer Service & Communication

• Answer incoming customer calls and emails professionally.
• Assist customers with general insurance service questions.
• Provide support with billing inquiries, payments, and policy documents.
• Maintain clear and professional communication with customers.
• Ensure customer requests receive timely and reliable follow-up.

Policy Administration & Documentation

• Gather information needed for policy changes and renewals.
• Assist with preparing and providing routine insurance documents, including:
• Insurance ID cards
• Certificates of Insurance (COIs)
• Loss runs
• Other routine policy documents
• Maintain accurate customer and policy records.
• Document customer requests and relevant service activities.
• Follow up on missing information and outstanding documentation.

Insurance Carrier Coordination

• Communicate with insurance carriers regarding pending service requests.
• Follow up on outstanding policy-related matters.
• Assist with claims intake and carrier communication.
• Track pending requests and ensure appropriate follow-through.
• Help coordinate information between customers, carriers, and internal team members.

Policy Follow-Up & Service Support

• Follow up on policy cancellations, underwriting requests, and missing information.
• Help ensure routine administrative requests are completed accurately.
• Maintain organized records of customer and carrier interactions.
• Refer coverage questions and insurance recommendations to appropriately licensed team members.
• Support the insurance service team with daily administrative activities.

What We're Looking For

Required Qualifications

• Excellent customer service and communication skills.
• Strong organizational abilities and attention to detail.
• Dependable follow-through and commitment to completing assigned tasks.
• Comfortable using computers and learning new systems.
• Ability to manage multiple tasks and customer requests simultaneously.
• Professional, positive, and customer-focused attitude.
• Ability to maintain accurate records and document interactions clearly.
• Ability to communicate professionally with customers, insurance carriers, and internal team members.

Preferred Qualifications

• Previous experience in customer service or administrative support.
• Experience working in an insurance agency or insurance-related environment.
• Familiarity with insurance policies, billing, renewals, or customer service documentation.
• Experience handling customer calls and emails.
• Bilingual English/Spanish communication skills are highly preferred.

Important: An insurance license is not required, and previous insurance experience is not mandatory.

Candidate Evaluation Considerations

During the selection process, particular attention will be given to:

• Customer service and professional communication skills.
• Ability to handle customer calls and emails.
• Organization and attention to detail.
• Reliability and follow-through on pending requests.
• Ability to manage multiple administrative responsibilities.
• Accuracy in documentation and recordkeeping.
• Comfort learning new computer systems.
• Previous insurance or administrative experience, when applicable.
• Bilingual English/Spanish communication skills.

How Success Is Measured

Success in this role will be reflected in:

• Customer inquiries are handled professionally and efficiently.
• Billing, policy documentation, and general service requests receive timely attention.
• Customer and carrier interactions are accurately documented.
• Pending requests, renewals, cancellations, and underwriting matters receive consistent follow-up.
• Customer records remain accurate and organized.
• Claims intake and carrier communications are supported effectively.
• Coverage questions and recommendations are appropriately referred to licensed team members.
• The service team receives dependable administrative and customer support.

Why Join Us?

• 100% remote opportunity.
• Join an established independent insurance agency with over 17 years of experience.
• Gain exposure to insurance customer service and policy administration.
• Work with a variety of customer requests and insurance-related processes.
• Develop experience communicating with customers and insurance carriers.
• Contribute directly to a team focused on dependable customer service and strong customer relationships.
• No insurance license required.

Important Notes

• This is a customer service and administrative support role, not a licensed insurance sales or advisory position.
• Candidates are not required to hold an insurance license.
• Previous insurance experience is beneficial but not mandatory.
• Bilingual English/Spanish skills are highly preferred.
• The role requires strong organization, reliable follow-through, and professional customer communication.
• Insurance coverage questions and recommendations must be referred to licensed team members.

This is a fully remote (telecommute) position.