P & C Licensed Insurance Customer Service Representative II
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Job Description
Insurance Customer Service Representative responsible for resolving customer requests via Salesforce. Servicing property policies and delivering high-quality customer experiences in a 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)
Benefits:
- Comprehensive health, dental, vision and life insurance
- Flexible paid time off
- Retirement savings plan with company match
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