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Customer Service Specialist for an Insurance Agency (Home Based Full Time)

icon building Company : Virtual Coworker
icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Job Description - Customer Service Specialist for an Insurance Agency (Home Based Full Time)




• Serve as the main point of contact for existing policyholders via email (primary) and phone using a dedicated work number and email




• Handle backend policy servicing, including coverage increase requests and beneficiary changes




• Prepare, submit, and track certificate requirements and other carrier documentation




• Onboard newly sold clients: set up their records, send welcome communications, and share the work number and email so they can reach the office directly




• Make outbound calls to clients for follow-ups, missing documents, and status updates




• Coordinate with insurance carriers on pending requests and policy changes




• Escalate sales opportunities and complex policy questions to the broker




• Provide friendly, professional support to clients, many of whom are homeowners






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