Licensed Customer Service Agent - Multi-Carrier Experience - Remote

Overview

As a Licensed Customer Service Agent, you will support policyholders across multiple carriers, resolving complex service needs while delivering fast, empathetic, and high-quality insurance experiences.

In Short

• Serve as the primary point of contact for policyholders.
• Manage inbound and outbound customer communications.
• Process policy updates and changes across multiple carrier systems.
• Coordinate with third-party lenders and partners.
• Handle escalated customer concerns professionally.
• Support non-licensed team members with complex requests.
• Identify opportunities for workflow improvements.
• Maintain accurate records and ensure compliance.
• Work independently in a remote environment.
• Contribute to a positive customer experience.

Requirements

• Active Personal Lines or Property & Casualty insurance license.
• 1+ year of experience in a brokerage or insurance agency.
• Experience servicing insurance policies.
• Ability to navigate multiple carrier systems.
• Strong verbal and written communication skills.
• High attention to detail and strong organizational skills.
• Ability to manage multiple tasks and deadlines.
• Bilingual Spanish proficiency (bonus).

Benefits

• Competitive salary and company equity.
• 401(k) with company match.
• Multiple medical plan options.
• Company-funded HSA contributions.
• Company-paid life insurance.
• 11 days accrued PTO and 7 paid sick days.
• Paid Parental Leave.
• Career mobility and internal growth opportunities.