Insurance Customer Relations Specialist

Accountabilities:

• • Deliver an excellent customer experience by building rapport, understanding customer needs, gathering relevant information, and providing knowledgeable support in a fast-paced environment.
  • Answer incoming customer calls and assist with servicing and maintaining existing insurance accounts.
  • Educate customers on their insurance needs, explain available coverage options, and provide estimates for additional or expanded coverage.
  • Research, analyze, and resolve questions related to policies, coverage, billing, and account changes while communicating information clearly.
  • Quote additional insurance products, prepare and complete applications, and follow up to obtain any required information or documentation.
  • Navigate multiple systems simultaneously, including quoting platforms, insurance applications, customer records, and communication tools, while maintaining accurate data entry.
  • Meet individual performance objectives related to productivity, customer satisfaction, service quality, and other defined metrics.
  • Maintain knowledge of applicable insurance products, carrier requirements, and state-specific regulations.
  • Participate in required pre-licensing training and obtain and maintain the necessary Property & Casualty insurance licensing.
  • Work collaboratively with colleagues and contribute to a positive, supportive team environment.
  • Remain available for overtime when business needs require additional coverage.

  Requirements:

  • High school diploma or equivalent required; a bachelor's degree is a plus.
  • At least 1 year of customer service experience, preferably within insurance or a related industry.
  • Active Resident Property & Casualty Insurance Producer license required, with eligibility to obtain licensing in all applicable states.
  • Strong verbal and written communication skills, with the ability to explain insurance concepts and policy information clearly to customers.
  • Strong interpersonal and empathy skills, with a customer-first mindset and the ability to build trust during customer interactions.
  • Knowledge of multiple insurance carriers and state insurance regulations is preferred.
  • Strong problem-solving, multitasking, organizational, and attention-to-detail skills.
  • Solid computer and typing skills, including proficiency in a Windows-based environment and the ability to work efficiently across multiple applications.
  • Ability to manage competing priorities while maintaining accuracy and a high standard of customer service.
  • Bilingual Spanish proficiency is a plus.
  • Ability to work Monday through Friday on a scheduled shift aligned with one of the following time zones: 9 AM–6 PM PST, 11 AM–8 PM CST, or 12 PM–9 PM EST.
  • Ability to work effectively from home with a dedicated, quiet workspace, reliable high-speed internet, and the ability to participate in virtual meetings and training.

  Benefits:

  • Competitive salary, with state-based ranges of approximately $40,066–$61,212, depending on location, experience, and skills.
  • Incentive opportunities, potentially including holiday, referral, and performance-based bonuses.
  • Remote work flexibility from anywhere in the United States for eligible positions.
  • Paid time off, including vacation and sick time, 9 paid company holidays, and volunteer hours.
  • Medical, dental, vision, life, and pet insurance options.
  • 401(k) retirement savings plan with company match.
  • Education assistance and professional and personal development opportunities.
  • Promotional and career growth opportunities.
  • Employee recognition programs.
  • Health and wellbeing resources, including mental wellbeing therapy and coaching sessions.
  • Childcare and eldercare support resources.
  • A collaborative and engaging work environment focused on customer service, teamwork, and employee development.