Insurance Customer Service Specialist
Entrepreneur Cooperative · Raleigh, TX · 2 wk ago
RemoteRemoteOTHR$1k/moFull-time
★ PLEASE SUBMIT YOUR CV IN ENGLISH ★ Insurance Customer Service Specialist Location: Remote – United States Work Arrangement: Fully Remote (Telecommute) Employment Type: Employee | Full-Time Number of Openings: 1 Position Industry: Insurance / Professional Services Compensation: $800–$1,200 USD per month Insurance License: Not Required Start Date: November 2 About The Company Our client is an established independent insurance agency with over 17 years of experience serving individuals and businesses. The agency provides insurance-related services and ongoing policy support, helping customers navigate their insurance needs, manage policy information, and receive assistance with routine service requests. With a strong emphasis on dependable service, professional communication, and customer relationships, the company is seeking an organized and customer-focused professional to support its insurance service operations. About The Role We are looking for a dependable and detail-oriented Insurance Customer Service Specialist to support the daily customer service and administrative operations of an independent insurance agency. In this role, you will assist customers with billing inquiries, payments, policy documentation, renewals, claims intake, and general insurance service requests. You will communicate with customers and insurance carriers, maintain accurate records, follow up on pending requests, and ensure that customer needs are addressed professionally and efficiently. This opportunity is ideal for someone with strong customer service, communication, and administrative skills who enjoys helping people, staying organized, and managing multiple responsibilities. Previous insurance experience is a plus but is not required. No insurance license is needed for this position. What You'll Do Customer Service & Communication Answer incoming customer calls and emails professionallyAssist customers with general insurance service questionsProvide support with billing inquiries, payments, and policy documentsMaintain clear and professional communication with customersEnsure customer requests receive timely and reliable follow-up Policy Administration & Documentation Gather information needed for policy changes and renewalsAssist with preparing and providing routine insurance documents, including:Insurance ID cardsCertificates of Insurance (COIs)Loss runsOther routine policy documentsMaintain accurate customer and policy recordsDocument customer requests and relevant service activitiesFollow up on missing information and outstanding documentation Insurance Carrier Coordination Communicate with insurance carriers regarding pending service requestsFollow up on outstanding policy-related mattersAssist with claims intake and carrier communicationTrack pending requests and ensure appropriate follow-throughHelp coordinate information between customers, carriers, and internal team members Policy Follow-Up & Service Support Follow up on policy cancellations, underwriting requests, and missing informationHelp ensure routine administrative requests are completed accuratelyMaintain organized records of customer and carrier interactionsRefer coverage questions and insurance recommendations to appropriately licensed team membersSupport the insurance service team with daily administrative activities What We're Looking For Required Qualifications Excellent customer service and communication skillsStrong organizational abilities and attention to detailDependable follow-through and commitment to completing assigned tasksComfortable using computers and learning new systemsAbility to manage multiple tasks and customer requests simultaneouslyProfessional, positive, and customer-focused attitudeAbility to maintain accurate records and document interactions clearlyAbility to communicate professionally with customers, insurance carriers, and internal team members Preferred Qualifications Previous experience in customer service or administrative supportExperience working in an insurance agency or insurance-related environmentFamiliarity with insurance policies, billing, renewals, or customer service documentationExperience handling customer calls and emailsBilingual English/Spanish communication skills are highly preferred Important: An insurance license is not required, and previous insurance experience is not mandatory. Candidate Evaluation Considerations During the selection process, particular attention will be given to: Customer service and professional communication skillsAbility to handle customer calls and emailsOrganization and attention to detailReliability and follow-through on pending requestsAbility to manage multiple administrative responsibilitiesAccuracy in documentation and recordkeepingComfort learning new computer systemsPrevious insurance or administrative experience, when applicableBilingual English/Spanish communication skills How Success Is Measured Success in this role will be reflected in: Customer inquiries are handled professionally and efficientlyBilling, policy documentation, and general service requests receive timely attentionCustomer and carrier interactions are accurately documentedPending requests, renewals, cancellations, and underwriting matters receive consistent follow-upCustomer records remain accurate and organizedClaims intake and carrier communications are supported effectivelyCoverage questions and recommendations are appropriately referred to licensed team membersThe service team receives dependable administrative and customer support Why Join Us? 100% remote opportunityJoin an established independent insurance agency with over 17 years of experienceGain exposure to insurance customer service and policy administrationWork with a variety of customer requests and insurance-related processesDevelop experience communicating with customers and insurance carriersContribute directly to a team focused on dependable customer service and strong customer relationshipsNo insurance license required Important Notes This is a customer service and administrative support role, not a licensed insurance sales or advisory positionCandidates are not required to hold an insurance licensePrevious insurance experience is beneficial but not mandatoryBilingual English/Spanish skills are highly preferredThe role requires strong organization, reliable follow-through, and professional customer communicationInsurance coverage questions and recommendations must be referred to licensed team members This is a fully remote (telecommute) position. 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