Customer Service Representative, Insurance Agency

NerdWallet
United States
Workplace: RemoteFull timeUSD 20 - 29 hourlyFunction: Customer Support (Service Desk)Experience: 1-3 yearsEducation: high_schoolSkills: ["Communication","Attention to detail","Patience","Judgment","Multitasking"]

Handle inbound customer requests for property and casualty insurance policies end to end, including questions about endorsements, renewals, and general servicing. Provide documents like certificates of insurance and declaration pages, gather updated information for renewals, and coordinate with licensed agents when issues require licensed territory. Maintain accurate records across CRM/agency systems and spot recurring problems to improve processes as the team scales.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
NerdWallet
NerdWallet
1 week ago

Customer Service Representative, Insurance Agency

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Handle inbound customer requests for property and casualty insurance policies end to end, including questions about endorsements, renewals, and general servicing. Provide documents like certificates of insurance and declaration pages, gather updated information for renewals, and coordinate with licensed agents when issues require licensed territory. Maintain accurate records across CRM/agency systems and spot recurring problems to improve processes as the team scales.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing
  • •Pull and send customer documents such as certificates of insurance and declaration pages
  • •Support renewals by gathering updated information and coordinating with licensed agents
  • •Partner with licensed agents on complex issues and escalate when questions require licensed territory
  • •Keep records accurate and complete across CRM, agency management system (AMS), and carrier platforms

Pay and Benefits

Salary: USD 20 - 29 hourly
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceDisability InsuranceVolunteer TimeCell PhoneWifi StipendLearning BudgetHome Office

Key Requirements

  • •1–3 years in customer service, sales, or an insurance-related role
  • •High school diploma or equivalent
  • •Clear, professional communication for phone and email customer interactions
  • •Comfort working across multiple systems and priorities without losing context
  • •Good judgment on what can be solved vs. needs escalation to a licensed agent
Experience:1-3 yearsInsuranceCustomer serviceSales
Education:High School
Skills:CommunicationAttention to detailPatienceJudgmentMultitasking
Licenses:Property & Casualty (P&C)
Tech Stack:CRMGoogle WorkspaceZoomSlackAgency management system (AMS)Carrier platforms

Company Brief

NerdWallet
NerdWallet provides personal finance guidance, comparison tools, and financial product recommendations (credit cards, mortgages, insurance, loans) to help consumers and small businesses make informed money decisions via content, calculators, and advisory services.
Industry: Publishing
Company Size: Large (251 to 1,000 employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2009
Glassdoor
Glassdoor: 3.5
WebsiteLinkedInGlassdoor