Licensed Customer Service Agent, Brokerage Experience

New
K
Kin InsuranceHomeowners Insurance
Remote (United States)Full-TimeMiddle
Salary not disclosed
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Job Details

Experience
1+ year
Required Skills
Slack

Requirements

  • Active Personal Lines or Property & Casualty insurance license
  • 1+ year of experience in a brokerage or insurance agency environment, including call center experience
  • Experience servicing insurance policies, including endorsements, billing inquiries, and cancellations
  • Ability to navigate multiple carrier systems and tools such as EZLynx, G-Suite, Slack, and Zoom
  • Strong verbal and written communication skills
  • Ability to de-escalate and support customers in distress
  • High attention to detail and ability to manage multiple tasks, follow-ups, and deadlines simultaneously
  • Strong organizational skills and ability to work independently in a remote environment
  • Bilingual Spanish proficiency (bonus)

Responsibilities

  • Serve as the primary point of contact for policyholders, resolving questions related to policies, billing, cancellations, and coverage
  • Manage inbound and outbound customer communications across phone, email, and other channels
  • Process policy updates, endorsements, and changes across multiple carrier systems
  • Coordinate with third-party lenders, mortgage companies, and partners to fulfill customer and policy requirements
  • Request and track required documentation to ensure policies remain active and compliant
  • Handle escalated customer concerns with professionalism, empathy, and strong problem-solving skills
  • Support non-licensed team members and sales agents with complex service requests
  • Identify opportunities to improve workflows, and contribute to updates in forms, policies, procedures, and training materials
  • Maintain accurate records and ensure all service interactions meet compliance and quality standards
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