Insurance Customer Service Representative (Remote)

About the role

The client, a long‑standing commercial insurance agency serving contractors and small businesses, is hiring three Insurance Customer Service Representatives to support producers with renewals, service requests, quoting and data entry. This fully remote, full‑time position focuses on back‑office operations so producers can concentrate on closing deals.

Key responsibilities

• Service renewals and quotes: shop renewal quotes, prepare applications, use online raters and present options to producers.
• Data entry and system management: input policy data accurately in Momentum AMS, process renewals, maintain clean records.
• Document administration: send DocuSign forms, track missing documents, process change requests and communicate with carriers.
• Client‑facing support: answer calls, gather new‑quote details, act as first point of contact.
• Pipeline and follow‑up management: monitor Momentum pipeline, follow up on missing information, re‑engage past leads.
• Prospecting during downtime: call provided lists, follow scripts, post on social media when assigned.

Required profile

• Commercial insurance background (mandatory).
• Strong English communication skills, both phone and written.
• High attention to detail, accuracy and fast work pace.
• Integrity, honesty and openness to coaching.
• Comfortable with phone interaction and prospecting.

Required skills

• Momentum or other commercial insurance AMS platform.
• DocuSign.
• Microsoft Outlook & Calendar.
• RingCentral (team chat).
• Zoom.

What we offer

• Fully remote work with flexible shifts (8 am‑4 pm or 9 am‑5 pm PST).
• Competitive salary $9,600‑$13,200 per year.
• 13th month bonus, performance‑based raises and additional incentives.
• Health, dental and mental‑health insurance.
• Growth opportunities, hands‑on training and potential long‑term career path.