Customer Service Representative II

Posted 1hrs ago

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Job Description

Customer Service Representative resolving property insurance requests. Engaging with clients and carriers while maintaining documentation in a fully remote environment.

Responsibilities:

  • Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
  • Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)
  • Deliver high-quality customer experiences — especially in complex or time-sensitive situations
  • Partner directly with carrier partners and referral sources to advocate for clients
  • Maintain strong documentation and data accuracy within Salesforce
  • Identify inefficiencies and suggest process improvements
  • Operate with accountability and autonomy in a fully remote environment

Requirements:

  • 4+ years working in the insurance industry (homeowners/property experience strongly preferred)
  • 2+ years in a customer-facing service role
  • Active Property & Casualty insurance license (required before starting — non-negotiable)
  • Experience servicing HO3, DP3, or landlord policies
  • Experience working in an MGA, agency, or carrier environment
  • Strong understanding of endorsements and coverage structure
  • Spanish fluency (preferred but not required)

Benefits:

  • Comprehensive health, dental, vision and life insurance
  • Flexible paid time off including 12 week Paid Parental Leave
  • Retirement savings plan with company match
  • Equity participation opportunities
  • Monthly stipends to support a healthy lifestyle and learning and development opportunities