NerdWallet

Customer Service Representative

NerdWallet

full-time

Posted on:

Location Type: Hybrid

Location: Arizona • New York • United States

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Salary

💰 $24 - $28 per hour

Job Level

Junior

About the role

  • Resolve customer inquiries related to policies, endorsements, renewals, and general servicing needs
  • Manage inbound service requests via phone and email with timely, accurate, and professional responses
  • Assist customers with insurance documentation, including certificates of insurance, declaration pages, and proof of coverage
  • Support policy renewals by gathering updated customer information and coordinating with licensed agents
  • Partner closely with licensed agents to address customer issues and appropriately escalate complex or licensed matters
  • Maintain accurate and complete records in CRM, agency management systems (AMS), and carrier platforms to ensure compliance and data integrity
  • Identify recurring service issues or trends and share insights to support process improvements and enhance the customer experience
  • Provide general administrative and operational support related to insurance servicing as needed

Requirements

  • Strong customer service orientation with sound judgment and attention to detail
  • Clear, professional verbal and written communication skills
  • Ability to manage multiple priorities while navigating several systems simultaneously
  • Comfort working in a structured, process-driven environment with the ability to adapt to change
  • Basic problem-solving skills and an understanding of when to escalate issues
  • High school diploma or equivalent
  • 1–3 years of experience in customer service, sales, or insurance-related roles (0–2 years typical)
  • No insurance license required at time of hire
  • Active Property & Casualty (P&C) insurance license preferred
  • Bilingual language proficiency preferred
  • Experience using CRM tools, AMS platforms, or insurance carrier systems preferred
  • Prior experience in insurance servicing or agency environments preferred
Benefits
  • Industry-leading medical, dental, and vision health care plans for employees and their dependents
  • Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
  • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
  • Mental health support
  • Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
  • Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
  • Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
  • Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
Applicant Tracking System Keywords

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

Hard Skills & Tools
customer serviceinsurance documentationproblem-solvingdata integrityprocess improvements
Soft Skills
attention to detailverbal communicationwritten communicationtime managementadaptability
Certifications
Property & Casualty (P&C) insurance license