Schedule:

• Part-time (20 hours per week), flexible during California Timezone
  
  

Client Overview:
Join a customer-focused insurance agency that supports clients with policy servicing, documentation, underwriting coordination, and general customer service needs. This team values professionalism, responsiveness, and accuracy in handling customer inquiries and insurance-related administrative tasks. You’ll support agents, clients, and internal operations by managing essential service workflows that keep the agency running smoothly.

Job Overview:
This role provides day-to-day customer service and operational support across appointment setting, data entry, underwriting follow-ups, endorsements, evidence of insurance, and inbound client calls. You’ll work closely with insurance agents and agency staff to ensure clients receive accurate, timely assistance with their policies. This is an ideal fit for someone who is detail-oriented, organized, and comfortable communicating with customers in the insurance space.

 

Responsibilities:

• Set appointments for renewals, warm leads, quoted/not closed lists, and other warm lists generated by agents and agencies
• Perform data entry for quoting on carrier pages, using raters, completing intake forms, re-shopping quotes, and cleaning up email queues
• Process Evidence of Insurance (EOI) including certificates, mortgagee changes, and lien-holder updates
• Collect and prepare data for endorsements, documentation, AMS notes, and carrier page updates
• Support underwriting by gathering trailing documents and requesting missing information from clients
• Handle inbound customer service calls related to billing questions, endorsements, intake, quote sheets, and service-related inquiries
• Upsell or cross-sell when appropriate during service calls and assist with new quote sheet details
• Maintain accurate documentation, follow agency processes, and update internal systems

 

Requirements:

• Experience in customer service, insurance servicing, or administrative support
• High accuracy and attention to detail when handling insurance documentation
  
• Strong communication skills with the ability to speak clearly and professionally with clients
• Comfortable managing multiple service tasks and following structured processes
• Ability to work during US business hours or overlapping hours as needed
• Strong organizational and follow-up skills
• Stable internet connection and remote work setup

Bonus if you have:

• Experience working in an insurance agency environment
• Familiarity with AMS systems, carrier portals, or insurance quoting tools
• Experience handling endorsements or underwriting support
• Knowledge of auto, home, or commercial insurance workflows

Why Join This Team?:

• Work with a supportive agency that values reliability and excellent customer service
• Gain hands-on experience in insurance operations and service workflows
• Flexible part-time remote role ideal for long-term stability
• Be a key part of improving client experience and agency efficiency
• Opportunities to expand into more tasks or hours based on performance
• Work directly with insurance professionals in a collaborative environment

Apply now. Start helping.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

42470897560