Customer Service Representative, Insurance Agency

📋 Description

• Answer inbound customer questions by phone and email about policies, endorsements, renewals, and
• Pull and send the documents customers need — certificates of insurance, declaration pages, proof of
• 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
• Spot patterns in the problems customers bring you, and tell us about them — recurring issues are

🎯 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

🎁 Benefits

• Industry-leading medical, dental, and vision health care plans
• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
• New Parent Leave
• Mental health support
• Paid sabbatical after 5 years
• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution