Customer Service Specialist, Property and Casualty

Knowledge Anywhere

Customer Service Specialist delivering exceptional service to policyholders in an independent insurance agency. Handling inquiries, processing payments, and assisting with remarketing efforts.

Posted 5/8/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

About the role

Key responsibilities & impact

Respond to customer policy inquiries via phone, email, and other communication channels.
Collect and process payments accurately and in compliance with agency standards.
Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities, with demonstrated ability to influence retention outcomes through quoting strategy and carrier selection.
Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues, negotiate and coordinate across multiple carriers simultaneously, and provide updates.
Independently quote insurance policies across multiple carriers (approximately 15–20+) using rater systems and carrier portals, evaluate coverage options, and make informed placement decisions based on risk, pricing, and retention strategy.
Manage and retain accounts within an independent agency environment, including navigating multiple carrier appetites and underwriting considerations.
Assist with remarketing efforts to retain customers and improve satisfaction.
Complete administrative duties, including data entry, document management, and updating customer records in agency systems.
Collaborate with team members to meet service level agreements and retention goals.

Requirements

What you’ll need

Insurance license (Property & Casualty) or willingness to obtain within a specified timeframe. Preference given to candidates with an existing license.
Prior experience in customer service, with strong preference for candidates coming from an independent insurance agency environment handling multiple carriers.
Demonstrated proficiency using rater systems and managing high‑volume, multi‑carrier quoting workflows.
Strong communication skills (verbal and written) and ability to handle high-volume calls.
Proficiency in agency management systems (e.g., AMS360, Salesforce) and rater/quoting platforms used to manage and compare multiple carriers simultaneously.
Ability to multitask, prioritize, and work in a fast-paced environment.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Knowledge Anywhere Website LinkedIn All Job Openings 11 - 50 employees Founded 1998 ☁️ SaaS 📚 Education 🏢 Enterprise SaaS
Education
Enterprise Knowledge Anywhere is a provider of a feature-rich Learning Management System (LMS) designed to streamline and enhance corporate training programs. The company offers a centralized platform that allows businesses to create, manage, and track training courses for employees, customers, or partners. The LMS includes advanced features such as assessments with AI, badges & leaderboards, course conversion tools, and reporting & analytics, among others. Knowledge Anywhere caters to various industries such as financial services, healthcare, manufacturing, and more. They also provide custom course development, a large course library, and virtual reality training solutions to meet diverse training needs. With a focus on compliance, employee onboarding, and talent development, Knowledge Anywhere aims to improve training efficiency and drive organizational growth. Customer Service Specialist, Property and Casualty Job not on LinkedIn 🔥 1 hour ago 🇺🇸 United States – Remote 💵 $25 - $27 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Respond to customer policy inquiries via phone, email, and other communication channels.
Collect and process payments accurately and in compliance with agency standards.
Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities, with demonstrated ability to influence retention outcomes through quoting strategy and carrier selection.
Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues, negotiate and coordinate across multiple carriers simultaneously, and provide updates.
Independently quote insurance policies across multiple carriers (approximately 15–20+) using rater systems and carrier portals, evaluate coverage options, and make informed placement decisions based on risk, pricing, and retention strategy.
Manage and retain accounts within an independent agency environment, including navigating multiple carrier appetites and underwriting considerations.
Assist with remarketing efforts to retain customers and improve satisfaction.
Complete administrative duties, including data entry, document management, and updating customer records in agency systems.
Collaborate with team members to meet service level agreements and retention goals. 🎯 Requirements
Insurance license (Property & Casualty) or willingness to obtain within a specified timeframe. Preference given to candidates with an existing license.
Prior experience in customer service, with strong preference for candidates coming from an independent insurance agency environment handling multiple carriers.
Demonstrated proficiency using rater systems and managing high‑volume, multi‑carrier quoting workflows.
Strong communication skills (verbal and written) and ability to handle high-volume calls.
Proficiency in agency management systems (e.g., AMS360, Salesforce) and rater/quoting platforms used to manage and compare multiple carriers simultaneously.
Ability to multitask, prioritize, and work in a fast-paced environment. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Customer Service Associate – Mortgage Servicing 🔥 1 hour ago INTRUST Bank 501 - 1000 Website LinkedIn All Job Openings Customer Service Associate handling inbound and outbound calls for mortgage servicing inquiries, assisting customers with loan details, and ensuring a positive customer experience. 🇺🇸 United States – Remote 💵 $18 - $24 / hour ⏰ Full Time 🟢 Junior 🟡 Mid-level 💝 Customer Support 🚫👨‍🎓 No degree required Recovery Support Specialist 🔥 1 hour ago amps 201 - 500 ⚕️ Healthcare Insurance 💳 Fintech 🤝 B2B Website LinkedIn All Job Openings Recovery Support Specialist facilitating provider billing communications in a remote environment. Ensuring compliance and managing calls for the Recovery Support team of Anasazi Medical. 🇺🇸 United States – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 💝 Customer Support 🚫👨‍🎓 No degree required Customer Service Representative, Bilingual Spanish/English 🔥 2 hours ago Stafford Communications Group 51 - 200 ⚕️ Healthcare Insurance 💄 Beauty Website LinkedIn All Job Openings Bilingual Customer Service Representative assisting with consumer inquiries via phone, email, and live chat for a global brand. Processing orders, refunds, and delivering empathetic customer service while collaborating with a remote team. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support 🦅 H1B Visa Sponsor 🗣️🇪🇸 Spanish Required Customer Support Representative – Temporary, Three Month Assignment 🔥 3 hours ago SHELLBACK Semiconductor Technology 201 - 500 Website LinkedIn All Job Openings Temporary Customer Support Representative at Shellback Semiconductor Technology providing world-class customer service to global customers. Involves managing orders, responding to inquiries, and collaborating with various teams. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support Customer Happiness Specialist 🔥 4 hours ago HERO 11 - 50 👥 B2C 💄 Beauty ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Customer Happiness Specialist at Sun Coast Sciences engaging in meaningful conversations to assist and support customers. Providing service across phone, email, and chat with attention to detail and organization. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💝 Customer Support 🦅 H1B Visa Sponsor View More Customer Support Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance quotingpayment processingcustomer retention strategyrisk evaluationdata entrydocument managementmulti-carrier quotingadministrative dutiesnegotiationinfluence outcomes

Soft Skills

communication skillsmultitaskingprioritizationcollaborationcustomer serviceproblem-solvinginfluenceadaptabilitytime managementteamwork

Certifications

Property & Casualty insurance license