Insurance Servicing Specialist

Credible

10d•$20 - $32•Remote

About The Position

Credible is seeking an Insurance Servicing Specialist for a high-velocity, fully digital environment. This role requires someone computer-savvy and comfortable navigating multiple systems and platforms simultaneously. It is a front-line role involving phone calls, emails, and chats to service policies, working directly with customers, carriers, sales agents, loan officers, and third parties to ensure policies remain accurate, compliant, and active. The specialist will play a critical role across the entire customer lifecycle, including post-bind servicing, renewals, non-renewals, underwriting issues, cancellations, and policy changes. The ideal candidate is highly independent, solutions-oriented, comfortable with ambiguity, and capable of making sound decisions autonomously.

Requirements

1-3 years of insurance experience, ideally in home and auto insurance
Computer-savvy and comfortable navigating multiple systems and platforms simultaneously
Highly independent, solutions-oriented, comfortable with ambiguity, and capable of making sound decisions with autonomy
Moves quickly without sacrificing accuracy
Translates complex policy and underwriting language into clear, plain English
Helps customers understand their options, especially when coverage is at risk, including remarketing initiatives
Proactively identifies solutions to prevent cancellations or non-renewals
Maintains strong turnaround times for time-sensitive policy changes
Identifies when verification is needed prior to endorsing policies
Exercises sound judgment on when to escalate matters to a licensed agent
Keeps current with carrier guidelines, industry trends, and product updates
Operates effectively with minimal oversight after onboarding

Nice To Haves

A Bachelor’s degree preferred (Experience may be considered in lieu of a degree)
Experience using GSuites (preferred)

Responsibilities

Assist customers at all stages of the policy lifecycle (endorsements, renewals, cancellations, reinstatements, underwriting requirements)
Identify and remarket policies to support retention to meet stated company goals
Communicate complex carrier information clearly and empathetically to customers
Present actionable options to customers when underwriting issues arise to help preserve coverage
Collaborating with cross-functional departments including identifying and reporting product bugs to the appropriate stakeholders
Work cross-functionally with sales agents, carriers, loan officers, and third parties to ensure timely resolution of policy updates
Manage refinance-related policy updates and documentation with urgency and accuracy
Monitor daily policy activity (ie cancellations and non-renewals) while independently troubleshooting servicing challenges across 35+ carrier systems
Maintain data accuracy across internal systems and carrier platforms
Contribute to process improvements as we scale and expand product offerings
Notate interactions from calls, chats, emails and internal messages across multiple systems following company formatting protocol