Insurance Customer Service Specialist
About The Position
Our client is an established independent insurance agency with over 17 years of experience serving individuals and businesses. The agency provides insurance-related services and ongoing policy support, helping customers navigate their insurance needs, manage policy information, and receive assistance with routine service requests. With a strong emphasis on dependable service, professional communication, and customer relationships, the company is seeking an organized and customer-focused professional to support its insurance service operations. We are looking for a dependable and detail-oriented Insurance Customer Service Specialist to support the daily customer service and administrative operations of an independent insurance agency. In this role, you will assist customers with billing inquiries, payments, policy documentation, renewals, claims intake, and general insurance service requests. You will communicate with customers and insurance carriers, maintain accurate records, follow up on pending requests, and ensure that customer needs are addressed professionally and efficiently. This opportunity is ideal for someone with strong customer service, communication, and administrative skills who enjoys helping people, staying organized, and managing multiple responsibilities. Previous insurance experience is a plus but is not required. No insurance license is needed for this position.
Requirements
- Excellent customer service and communication skills.
- Strong organizational abilities and attention to detail.
- Dependable follow-through and commitment to completing assigned tasks.
- Comfortable using computers and learning new systems.
- Ability to manage multiple tasks and customer requests simultaneously.
- Professional, positive, and customer-focused attitude.
- Ability to maintain accurate records and document interactions clearly.
- Ability to communicate professionally with customers, insurance carriers, and internal team members.
Nice To Haves
- Previous experience in customer service or administrative support.
- Experience working in an insurance agency or insurance-related environment.
- Familiarity with insurance policies, billing, renewals, or customer service documentation.
- Experience handling customer calls and emails.
- Bilingual English/Spanish communication skills are highly preferred.
Responsibilities
- Answer incoming customer calls and emails professionally.
- Assist customers with general insurance service questions.
- Provide support with billing inquiries, payments, and policy documents.
- Maintain clear and professional communication with customers.
- Ensure customer requests receive timely and reliable follow-up.
- Gather information needed for policy changes and renewals.
- Assist with preparing and providing routine insurance documents, including: Insurance ID cards, Certificates of Insurance (COIs), Loss runs, Other routine policy documents.
- Maintain accurate customer and policy records.
- Document customer requests and relevant service activities.
- Follow up on missing information and outstanding documentation.
- Communicate with insurance carriers regarding pending service requests.
- Follow up on outstanding policy-related matters.
- Assist with claims intake and carrier communication.
- Track pending requests and ensure appropriate follow-through.
- Help coordinate information between customers, carriers, and internal team members.
- Follow up on policy cancellations, underwriting requests, and missing information.
- Help ensure routine administrative requests are completed accurately.
- Maintain organized records of customer and carrier interactions.
- Refer coverage questions and insurance recommendations to appropriately licensed team members.
- Support the insurance service team with daily administrative activities.
Benefits
- 100% remote opportunity.
- Gain exposure to insurance customer service and policy administration.
- Work with a variety of customer requests and insurance-related processes.
- Develop experience communicating with customers and insurance carriers.
- Contribute directly to a team focused on dependable customer service and strong customer relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
