Customer Service Representative

Insurify

. Expertly assess and evaluate the best path of resolution for customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring that customers receive timely and effective solutions.

Posted 4/21/2026full-timeRemote • Alabama, Arizona, Colorado, Florida, Illinois, Iowa, Massachusetts, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $53,000 per yearWebsite

About the role

Key responsibilities & impact

Expertly assess and evaluate the best path of resolution for customer issues including coverage challenges, complaints, and payment issues during incoming calls, ensuring that customers receive timely and effective solutions.
Contribute to a smooth and successful customer experiences through the coordination of onboarding documents (insurance policies, supporting documentation) needed for sale finalization
Apply problem-solving skills and understanding of insurance industry workflows to navigate complex situations, ensuring that customers receive the best possible outcomes
Ensuring the information is accurate and verifying customers' coverage. Often may need to deliver proof of insurance paperwork and resolve billing and general issues to ensure customer satisfaction.
Assist in the development of new processes for the onboarding and retention of customers. Provide feedback for improvements of existing processes.
Play a crucial role in resolving carriers and customers complaints by presenting well-considered solutions and alternatives within the timeframes set, and follow up to ensure that any issue has been fully resolved.
Ensure no client is overlooked by entering into carrier portals and pulling lists of clients and initiating timely follow-ups. Proactively educate customers on how to avoid potential policy interruptions and premium increases, helping them to maintain stable and affordable coverage.

Requirements

What you’ll need

Experience in Customer Support via phone, email and chat.
Excellent communication skills.
Phenomenal phone skills.
Well-organized and self-driven.
Licensed in Property & Casualty Insurance preferred
Bilingual is a plus.
Must be located in one of the following states: AL, AR, AZ, CO, FL, GA, IA, IL, MA, MI, MN, MO, NC, NH, NJ, NY, OH, PA, RI, TN, TX, UT, VA, VT

Benefits

Comp & perks

Competitive compensation
Health, Dental Coverages
401K plan with match
Paid Family Leave

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

customer supportproblem-solvinginsurance workflowsbilling resolutiononboarding processesdocumentation coordinationpolicy verificationproof of insurancecomplaint resolutionpremium management

Soft Skills

communication skillsorganizational skillsself-drivenphone skillscustomer educationfeedback provisionproactive follow-uptime managementinterpersonal skillsadaptability

Certifications

Property & Casualty Insurance License