Customer Service Specialist for an Insurance Agency (Home Based Full Time)

Virtual CoworkerUnited States only

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Category: Insurance
Location: Munster Indiana United States
Serve as the main point of contact for existing policyholders via email (primary) and phone using a dedicated work number and email
Handle backend policy servicing, including coverage increase requests and beneficiary changes
Prepare, submit, and track certificate requirements and other carrier documentation
Onboard newly sold clients: set up their records, send welcome communications, and share the work number and email so they can reach the office directly
Make outbound calls to clients for follow-ups, missing documents, and status updates
Coordinate with insurance carriers on pending requests and policy changes
Escalate sales opportunities and complex policy questions to the broker
Provide friendly, professional support to clients, many of whom are homeowners
Details Originally posted on Himalayas

Opens the original posting on Himalayas.

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