Insurance Customer Service Representative - DH/P4

Hiring: Full-time Insurance Customer Service Representative - Remote - $9,600 - $14,400/yr 🚀 About the Client 🚀 💼 Masters of Insurance – Independent insurance agency with 10+ years of success, serving contractors and SMBs 🛡️ Commercial Insurance Experts – Focused on commercial lines, renewals, and compliance-heavy servicing 🌎 Licensed Across the West – Serving CA, AZ, NV, TX, and more, with a $3M+ operation and clear plans to scale 🤝 Lean Team, Strong Synergy – 100% remote crew built on trust, communication, and mutual support 🚀 Culture of Care & Pride – Growth-focused, people-first, and passionate about doing great work every day 🌟About WeAssist 💡 🌍 Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families. ⚡ Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles. 🌎 Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses. ❤️ Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference. 🤝 An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don’t just work—they grow. ⚒️Key Responsibilities of the Insurance CSR 📝 📞 Client Communication & Frontline Support 🛠️ Policy Servicing & Endorsements 💳 Billing, Payments & Compliance 🔁 Renewal Tracking & Support 🗂️ Data Management & Documentation Additional Information: Review this Doc first! How to Prepare for the Recruiting Process - 📢 Why Are They Hiring an Insurance Customer Service Representative? Our client is on a mission to bring calm to the chaos of commercial insurance—and they need a rockstar Customer Service Representative to help make that happen. As their client base grows, so does the need for someone who can keep everything organized and on track: answering calls, replying to emails, processing billing and certificates, managing policy updates, and making sure renewals don’t slip through the cracks. The team is lean, experienced, and high-performing—but they’re ready to hand off the operational load so they can stay focused on what matters. This is your chance to be the backbone of the operation—bringing order, accuracy, and a personal touch to a team that truly values great service. If you thrive in fast-paced environments and love being the calm in the storm, this is where you belong. 🚀 ✅Qualifications Strong working knowledge of insurance operations, particularly in commercial lines Familiarity with insurance terminology, policy documents, and servicing workflows Excellent communication skills—both written and verbal—with the ability to handle client interactions professionally Strong attention to detail, organizational skills, and the ability to prioritize in a fast-paced environment Experience or exposure to construction or contractor insurance is a HUGE plus! Ideally using Apple products (Mac, iPhone) and are fluent in tools like Numbers, Pages, and iMessage for seamless collaboration. Responsibilities of the Insurance Customer Service Representative: Your responsibilities include: 📞 Client Communication & Frontline Support Serve as the first point of contact by answering inbound calls on the agency's main line; this may also include making outbound follow-up calls when necessary Handle approximately 17–20 phone calls per day, ranging from quickinquiries to more in-depth conversations Monitor and manage the shared service inbox, which is color-coded and collaboratively used by multiple team members Triage, flag, and forward incoming emails appropriately; long-term expectation is for the Insurance CSR to assess incoming correspondence, identify required actions, and assign or tag tasks independently Draft and send welcome emails to new clients Retrieve and forward necessary documents from insurance carriers to internal service staff Respond to client requests for Certificates of Insurance (COIs), additional insured endorsements, and proofs of insurance, ensuring accuracy and compliance 🛠️ Policy Servicing & Endorsements Process a wide range of policy changes, including updates to addresses, names, business entities, or ownership structures Submit, track, and follow up on endorsements and miscellaneous changes, working closely with carriers and internal stakeholders Request and issue required auto filings as needed for commercial clients Manage Commercial Auto Policies: Manage updates to commercial auto policies, including the addition or removal of drivers and vehicles. Ensure all vehicle schedules are updated accurately in Veruna 💳 Billing, Payments & Compliance Accept and process direct bill payments with the highest level of discretion, compliance, and data security Maintain accurate logs of all financial transactions in the CRM and related systems Generate and send invoices via e