Customer Service Representative

Role Overview: A Digital Customer Service Representative supports the servicing and retention of the insurance book of business, primarily assisting Producers and Account Managers. This role involves reviewing policies for quality assurance, processing endorsements, certificates, invoices, billing inquiries, and handling non-pay cancellations. The position requires effective communication with carriers, clients, and internal teams, ensuring timely and accurate policy management.

Key Responsibilities:

• Assist with post-bind processes, policy reviews, and documentation
• Identify cross-sell opportunities and coordinate account servicing
• Support policy cancellations and client servicing requests
• Act as a client concierge for billing and coverage questions
• Maintain agency management system records and facilitate smooth client transitions
• Collaborate with underwriters and internal teams to ensure customer satisfaction

Qualifications & Skills:

• 1-2 years of relevant experience, preferably in insurance or financial services
• Property & Casualty (P&C) Insurance License
• Strong organizational, customer service, and communication skills
• Proficient in Microsoft Office, agency management systems, and online applications
• Ability to multi-task in a fast-paced, remote environment
• High school diploma required; 4-year degree preferred

Additional Information: This virtual-first role involves working independently at a workstation, with no travel required. The position offers a salary around $50,000, along with benefits such as health insurance, retirement plans, paid time off, and potential bonuses. The role emphasizes teamwork, integrity, and a service-oriented mindset.