Job Description

We are looking for detail-oriented and motivated individuals with an active U.S. insurance license to support independent agencies with operational and service-related tasks. This fully remote role is ideal for candidates looking to grow within the insurance industry, even without prior experience, as full training will be provided.

Responsibilities

• Process policy changes and service requests including endorsements, cancellations, reinstatements, and rewrites.
• Support policy renewals and account follow-ups.
• Issue and manage Certificates of Insurance (COIs) and related documentation.
• Assist with billing workflows, payment coordination, and cancellation prevention.
• Support First Notice of Loss (FNOL) intake and coordinate claim handoffs.
• Prepare submission packages and required documentation for quoting and underwriting.
• Coordinate follow-ups and communication with carriers and clients.

Requirements

• Active U.S. insurance license required (Property & Casualty required; Life & Health is a plus).
• No prior insurance experience required; training will be provided.
• Strong written and verbal English communication skills.
• High attention to detail and ability to follow structured workflows.
• Comfortable learning and using multiple technology platforms and systems.
• Reliable home office setup, stable internet connection, and personal computer required.

Preferred Qualifications

• Previous customer service experience.
• Comfortable handling inbound and outbound calls.
• Familiarity with CRMs, ticketing systems, or operational tools.
• Interest in personal lines, commercial lines, or both.