Customer Service Representative, Insurance Agency
About The Position
NerdWallet Insurance Experts is a new business inside NerdWallet, built to take the guesswork out of insurance shopping. As NerdWallet's P&C agency, we help customers quote, compare, and bind Home, Auto, Umbrella, and Flood coverage across a network of trusted carrier partners. Being early means the playbook isn't finished. You'll be one of the people helping write it. As a Customer Service Representative on our Property & Casualty team, you're the person customers reach after they've bought a policy — when they need a declaration page for their lender, want to add a teenage driver, or aren't sure what their renewal notice actually means. You'll handle those requests end to end, loop in licensed agents when a question crosses into licensed territory, and keep our records clean enough that the next person to touch the account knows exactly where things stand.
Requirements
- 1–3 years in customer service, sales, or an insurance-related role
- A high school diploma or equivalent
- Clear, professional communication — the kind where a customer hangs up knowing what happens next
- Comfort juggling several systems and priorities at once without losing the thread
- Good judgment about what you can solve and what needs to go to a licensed agent
- Attention to detail, and enough patience for process-driven work in an environment that's still changing
Nice To Haves
- An active Property & Casualty (P&C) license
- Experience with CRM tools, AMS platforms, or carrier systems
- Prior work in insurance servicing or an agency environment
Responsibilities
- Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing
- Pull and send the documents customers need — certificates of insurance, declaration pages, proof of coverage
- Support renewals by gathering updated customer information and coordinating with licensed agents
- Partner with licensed agents on complex issues, and know when a question needs to be escalated
- Keep records accurate and complete across our CRM, agency management system (AMS), and carrier platforms
- Spot patterns in the problems customers bring you, and tell us about them — recurring issues are process problems we'd rather fix than absorb
- Pitch in on general servicing and operational support as the team grows
Benefits
- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Flexible Vacation Time Off
- 11 holidays
- Holiday company shutdown
- New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
- Mental health support
- Paid sabbatical after 5 years
- Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
- Monthly Wellness Stipend
- Cell Phone Stipend
- Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
- Work from home equipment stipend
- Co-working space subsidy (Only remote Nerds are eligible for these stipends)
- 8 hours of volunteer time off per quarter
- Company match for donations to favorite causes
- 401K with 4% company match
- Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
- Disability and Life Insurance with employer-paid premiums
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
