Insurance Operations and Customer Service Specialist

This is a remote position.

• Respond to client inquiries via phone and email, routing them appropriately.

• Schedule client appointments, review calls, and internal meetings; coordinate calendars.

• Prepare applications, quote requests, and supporting documentation for submission to carriers.

• Maintain CRM records by documenting client communication and tracking quote statuses.

• Review incoming carrier correspondence and ensure timely follow-up and resolution.

• Organize digital client files in OneDrive and maintain consistent recordkeeping practices.

• Support renewal processes by compiling census data, loss runs, or claims reports as needed.

• Track open tasks and ensure timely completion without reminders.

• Assist with the preparation of client-facing communications, including newsletters and updates.

• Format marketing materials, forms, and client-facing resources.

• Coordinate onboarding activities for new clients and track follow-up items.

• Monitor compliance with data protection standards and ensure confidentiality of client records.

• Support the agency owner with travel planning, meeting preparation, and ad hoc administrative needs.

• Perform other work-related duties as assigned.

• 2+ years of experience in an administrative, operations, or client service role (small business experience preferred).

• High School Diploma or equivalent (required); Associate’s or Bachelor’s Degree preferred.

• Excellent organizational skills, time management, and ability to take ownership of tasks.

• Strong written and verbal communication skills.

• Proficiency with Microsoft Office Suite, particularly Outlook, Word, and Excel.

• Ability to learn and navigate CRM and quoting systems efficiently.

• High level of integrity and discretion when handling confidential client information.

• Self-starter with the ability to work independently while contributing to team goals.

• Experience in insurance, financial services, or a professional services office is a plus.

• HMO Coverage for eligible locations
• Permanent work from home
• Immediate hiring