Licensed Insurance Agent, Customer Service Representative

Polly

Customer Service Representative managing client accounts and ensuring satisfaction in the insurance industry. Collaborating closely with clients and carriers to optimize service delivery while handling inquires efficiently.

Posted 5/2/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $43,000 - $56,000 per yearWebsite

About the role

Key responsibilities & impact

Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc.
Account review for coverage changes and add new coverages to suit the client’s needs
Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed
Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures
Developing strong relationships with clients and carriers
Answer incoming calls & emails
Identify and assess customers’ need to achieve satisfaction
Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system
Perform special projects and other duties as assigned by management
Account round by cross selling additional lines of business

Requirements

What you’ll need

Proven customer support experience or experience as a customer service representative
Ability to multi-task, prioritize, and manage time effectively
Proficient in all Microsoft office applications
Strong attention to detail with time management and decision-making skills
Working comfortably in a high-volume work environment
Excellent written and verbal communication skills
Property & Casualty (P&C) Insurance License
Technically Savvy
Preferred Experience using AMS 360 or similar software
Bilingual in Spanish

Benefits

Comp & perks

Medical, dental and vision insurance
HSA, FSA, Dependent Care FSA
3 weeks paid time off with generous holiday time
Paid Parental Leave + baby cash
Matching 401(k) contributions
Life & disability Insurance
Work from anywhere options

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

customer supportmulti-taskingtime managementattention to detaildecision-makingbilingual

Soft Skills

communicationrelationship buildingproblem-solving

Certifications

Property & Casualty Insurance License