Insurance Customer Service Representative - MH

Commercial insurance background—non-negotiable and essential Strong English communication skills (phone + written) High attention to detail & accuracy Ability to adapt quickly to new systems (Momentum) Fast worker with strong follow-through Integrity, honesty, and open communication Willingly accepts direction & coaching Comfortable with phone interaction and prospecting Experience with Momentum (formerly Nowerts) or any commercial insurance platform (AMS) (Nice-to-have) Social media posting / light marketing experience (Nice-to-have)

Shop renewal quotes with assigned carriers Prepare Accord & supplemental applications Use online raters to generate quote options Compile and present quotes to producers Complete applications and submit supporting documents Send emails regarding audits, inspections, and endorsements Chase required info, signatures, or missing documents Input policy data with accuracy and speed Process renewals and updates within Momentum Maintain clean, organized records and documentation Send DocuSign forms Track missing documents and follow-ups Process change requests (adding vehicles, drivers, equipment, endorsements) Communicate with carriers to obtain quotes for updates Answer calls when producers are unavailable Gather details for new-quote requests and begin quoting Act as a friendly, professional first point of contact Monitor the pipeline inside Momentum to ensure no missed leads Follow up with clients missing documents or lines of business Re-engage previously quoted clients who didn’t buy Manage existing business follow-ups, especially for renewals Call lists provided by producers Follow scripts to qualify leads Post on social media when assigned Re-engage past leads and prospects