Client Services Director
Altus Group
Commercial Lines – Client Service Representative
COVU
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $40,000 - $60,000 per year
Job Level
Mid-LevelSenior
About the role
- Process endorsements, audits, rating submissions, and policy changes accurately and within deadlines.
- Serve as the first point of contact for inbound client calls, addressing basic coverage or policy questions and routing complex queries to the Account Manager or Account Executive.
- Work daily in Agency Management Systems (AMS) to access policy details, update records, and maintain data accuracy.
- Track, follow up, and close out service tickets using workflow tools and AMS task queues.
- Manage customer interactions with professionalism — over phone, email, and internal notes.
- Partner with Account Managers and Account Executives to maintain high retention and customer satisfaction.
- Lead offshore teammates in processing tasks, checking outputs, and maintaining quality control.
- Identify repetitive or automatable tasks that could be delegated or optimized through technology or AI.
Requirements
- 3+ years in insurance or contact center experience — must demonstrate independence and self-management in remote work.
- Familiarity with multiple AMS platforms (Epic, AMS360, HawkSoft, EZLynx, etc.)
- Licensed in Property & Casualty.
- Strong multitasking ability, attention to detail, and follow-through discipline.
- Confident handling high-volume inbound calls without micromanagement.
- Excellent written and verbal communication skills; clear English proficiency.
- Exposure to national accounts or multi-state servicing is a plus.
Benefits
- Team Performance Bonus
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
policy processingdata accuracyservice ticket managementtask delegationquality control
Soft skills
multitaskingattention to detailfollow-through disciplineprofessionalismcommunication skills
Certifications
Property & Casualty license
