Job Overview

This role will be integrated into the inside sales and service team, working alongside in-house specialists to support daily insurance operations. The position involves handling customer inquiries, processing policy transactions, and managing tasks through the company CRM system. This is a fully remote position requiring strong communication skills for customer-facing interactions via phone, chat, and email.

Client Overview

Our client is a recreational boating insurance provider operating as a Managing General Agent across all 50 states in the United States. They offer both admitted and excess and surplus lines products with a highly digital platform that enables straight-through processing for quotes and binding. They distribute through direct-to-consumer channels, independent agents, and embedded insurance partnerships.

Schedule: Mon-Fri 9:00 AM - 5:00 PM EST
Client Timezone: Eastern Standard Time

Responsibilities

• Respond to incoming calls, chats, and emails from existing customers, prospects, and agents regarding policy questions and general inquiries.
• Process policy cancellations, mid-term adjustments, and endorsements through the company CRM system.
• Handle requests for additional insurance coverage and assist with policy modifications.
• Provide quotes and support for the digital binding process on admitted insurance products.
• Work collaboratively with the existing in-house team to manage the task queue and ensure timely resolution of customer service requests.

Must-Have Requirements

• Proven experience working in insurance operations or customer service within an insurance company.
• Strong English communication skills with the ability to handle client-facing interactions professionally and clearly.
• Proficiency in using CRM systems for task management and transaction processing.

Nice-to-Have Requirements

• Experience with recreational boating insurance or specialty insurance products.
• Familiarity with both admitted and excess and surplus lines insurance.
• Background working with Managing General Agents or insurance distribution channels.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health insurance coverage for eligible locations

Note

• Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.