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Customer Service Specialist for an Insurance Agency (Home Based Full Time)

Posted an hour ago

United States

0-2 years experience

insurance

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AI Summary

The specialist will serve as the primary point of contact for policyholders, managing backend policy servicing and client onboarding. They will also handle outbound communications, documentation tracking, and coordination with insurance carriers.

• Serve as the main point of contact for existing policyholders via email (primary) and phone using a dedicated work number and email

• 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: set up their records, send welcome communications, and share the work number and email so they can reach the office directly

• 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 friendly, professional support to clients, many of whom are homeowners