Schedule:

• 40 hours per week

• Monday to Friday, 8am - 5pm MST

• Client Timezone: Mountain Standard Time

 

Client Overview:

A growing insurance brokerage that provides personalized, concierge-level service to small businesses with 50 employees or fewer. This close-knit team specializes in high-touch client relationships, working directly with business owners and employees rather than large HR departments. The company operates with seasonal workflows and values both remote flexibility and meaningful in-person connections.

 

Job Description:

You’ll be the backbone of daily operations for a thriving insurance brokerage that puts client relationships first. This role offers the perfect blend of customer interaction, administrative excellence, and growth potential. You’ll handle everything from phone coverage during busy client meetings to backend systems management, ensuring seamless service delivery. As the business scales, you’ll have the opportunity to expand your responsibilities and grow alongside a team that values long-term partnerships over quick turnover.

 

Responsibilities:

• Answer and professionally route incoming calls to appropriate licensed agents and team members
• Provide exceptional customer service support and handle follow-up communications with clients
• Schedule appointments and coordinate calendar management across the remote team
• Maintain Excel tracking systems and perform accurate data entry for client records
• Handle administrative tasks including filing, documentation, and backend operational support
• Support social media activities and light marketing initiatives as needed
• Make outbound customer service calls to ensure timely client communication
• Manage customer inquiries and provide initial support before connecting clients with licensed professionals

 

Requirements:

• Proficiency with Microsoft Teams phone system and Microsoft Office suite (especially Excel)
• Experience with JotForm or similar online form management platforms
• Strong understanding of HIPAA compliance and client privacy requirements in healthcare/insurance environments
• Excellent customer service and communication skills with a professional phone presence
• Reliable internet connection and home office setup for remote work
• Seeking long-term employment opportunity with commitment to low turnover
• Bonus if you have CRM experience (Thrive CRM familiarity is a plus but not required)
• It helps if you’re comfortable with secure file sharing platforms and data privacy protocols

 

Why Join This Team?

• Fully remote work environment with flexible scheduling and monthly team gatherings
• Strong growth potential from part-time to full-time as the business expands
• Work with a close-knit team that values personal relationships and professional development
• Opportunity to make a real impact in supporting small business owners and their employees
• Seasonal workflow variety keeps the role engaging throughout the year
• Join during the company’s growth phase with potential for expanded responsibilities

 

Independent Contractor Perks

• Health Insurance for eligible locations
• Permanent work from home
• Immediate hiring