Insurance Customer Service Representative
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We Assist.ioCommercial insurance
Source API remote eligibility restrictions: Philippines, PST TimezoneFull-Time
SalaryFixed Rate $9,600 - $13,200/yr
Apply NowOpens the employer's application page
Job Details
- Languages
- Strong English communication skills (phone + written)
- Required Skills
- English communication
Requirements
- Have a commercial insurance background.
- Communicate strongly in English by phone and in writing.
- Demonstrate high attention to detail and accuracy.
- Adapt quickly to new systems, including Momentum.
- Work quickly and follow through on assigned tasks.
- Be comfortable with phone interaction and prospecting.
- Accept direction and coaching.
- Momentum (formerly Nowerts) or experience with another commercial insurance platform (AMS) is a nice-to-have.
- Social media posting or light marketing experience is a nice-to-have.
Responsibilities
- Shop renewal quotes with assigned carriers, prepare ACORD and supplemental applications, and generate quote options using online raters.
- Compile and present quotes to producers, complete applications, and submit supporting documents.
- Send emails about audits, inspections, and endorsements, and follow up on missing information, signatures, or documents.
- Enter policy data and process renewals and updates in Momentum AMS while maintaining organized records.
- Send DocuSign forms, track missing documents, and process change requests for vehicles, drivers, equipment, and endorsements.
- Contact carriers to obtain quotes for policy updates.
- Answer calls when producers are unavailable, gather details for new quote requests, and begin quoting.
- Monitor the Momentum pipeline, follow up with clients and renewal accounts, and re-engage previously quoted clients and past leads.
- Call producer-provided lists, follow scripts to qualify leads, and post on social media when assigned.
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