Customer Service Specialist, Insurance Agency
V
Virtual CoworkerInsurance
United StatesFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Customer service
Responsibilities
- Serve as the main point of contact for existing policyholders via email and phone.
- Handle backend policy servicing, including coverage increase requests and beneficiary changes.
- Prepare, submit, and track certificate requirements and other carrier documentation.
- Onboard newly sold clients by setting up records and sending welcome communications.
- Make outbound calls to clients for follow-ups, missing documents, and status updates.
- Coordinate with insurance carriers on pending requests and policy changes.
- Escalate sales opportunities and complex policy questions to the broker.
- Provide support to clients, many of whom are homeowners.
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