Customer Service Representative, Insurance Agency
New
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NerdWalletInsurance
This role will be remote (based in the U.S.)., The team has a strong preference for this hire to work PST hours.Full-TimeMiddle
Salary20 - 29 USD per hour
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Job Details
- Experience
- 1–3 years in customer service, sales, or an insurance-related role
- Required Skills
- Customer serviceCRM
Requirements
- 1–3 years of experience in customer service, sales, or an insurance-related role
- High school diploma or equivalent
- Clear, professional communication skills
- Ability to manage multiple systems and priorities simultaneously
- Strong judgment in handling tasks independently versus escalating to licensed agents
- Attention to detail and patience for process-driven work
- Active Property & Casualty (P&C) license (preferred)
- Experience with CRM tools, AMS platforms, or carrier systems (preferred)
- Prior work in insurance servicing or an agency environment (preferred)
Responsibilities
- Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing
- Pull and send documents such as certificates of insurance, declaration pages, and proof of coverage
- Support renewals by gathering updated customer information and coordinating with licensed agents
- Partner with licensed agents on complex issues and determine when escalation is required
- Maintain accurate and complete records across CRM, agency management systems (AMS), and carrier platforms
- Identify and report recurring customer issues to improve internal processes
- Assist with general servicing and operational support as the team expands
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