Customer Experience Specialist – P&C Licensed

Coterie

full-time

Posted on: 1/9/2026

Location Type: Remote

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💰 $60,000 - $62,500 per year

About the role

Address and resolve policyholder and agent inquiries via phone, email, and form submissions related to policy changes, payment issues, and other insurance-related questions.
Strive for efficient and accurate resolution of inquiries during the first interaction to enhance customer satisfaction.
Manage the voicemail queue, ensuring timely and effective responses to all messages.
Learn and perform various tasks across the Experience team’s responsibilities to provide support during peak periods and cover for absences.
Participate in new hire training and continuous learning opportunities to stay updated on products, systems, and process changes.
Develop strong relationships with customers, understanding their needs, offering guidance, and recommending improvements for enhanced service.
Follow internal SLAs for customer inquiries and escalate issues to leadership when necessary to ensure service standards are met.
Complete other tasks as needed to support team and department objectives.

B.A. or B.S. degree or equivalent
2+ years of experience in customer success, account management, or a related field
Property & Casualty Producer license in your home state and are open to pursuing licensing in all states within 45 days of hire
Knowledge of commercial insurance and compliance requirements
Self-starter, passionate about creating simpler internal insurance operations procedures
Expertise with Microsoft Office products, specifically Excel, SharePoint, Power Automate
Strong interpersonal and communication skills, responsive to time-sensitive customer inquiries
Strong problem-solving skills and the ability to make decisions under pressure
Ability to analyze customer data and identify trends
Excellent organizational and time management skills
Ability to work in a fast-paced environment

Benefits

100% remote
Health insurance through Aetna (we pay 100% of premiums)
Dental and vision insurance through Guardian (we pay 100% of premiums)
Basic life insurance (we pay 100% of premiums)
Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
Flexible PTO policy offering up to 3 weeks of time off to support onboarding and integration during the first twelve months of employment. After the first year of employment and effective as of the anniversary date, eligibility transitions to up to 4 to 5 weeks of time off annually to recharge and sustain long-term success.
12 company-paid holidays each year
Continuing education annual stipend

Tip: use these terms in your resume and cover letter to boost ATS matches.

customer successaccount managementcommercial insurancedata analysisproblem-solvingtime managementdecision making

interpersonal skillscommunication skillsorganizational skillsself-starterresponsiveability to work under pressureability to identify trends

B.A. or B.S. degreeProperty & Casualty Producer license