Job Description

Job Description

Pay & Work Environment:

Starting at $15 per hour (based on experience, qualifications, and insurance licensing). Competitive compensation with growth opportunities!

Missouri & Illinois Residents Only – All employees must reside in MO or IL.

Flexible Work Options – Training will be in-office, and after completing training, employees can choose to work remotely (must have insurance license), in-office, or in a hybrid setup that fits their lifestyle.

Ideal Candidate:

✅ Excellent Communication Skills – Clearly explain policies, answer questions, and resolve concerns in a friendly, professional manner.

✅ Problem-Solving Mindset – Proactively address customer issues and find solutions that meet their needs.

✅ Detail-Oriented – Accuracy is crucial when processing policies, updating records, and handling claims or policy changes.

✅ Customer-Focused – Committed to delivering top-tier service and building lasting client relationships.

✅ Multitasking Ability – Efficiently manage phone calls, emails, and in-person inquiries while staying organized.

✅ Adaptable & Quick Learner – Willingness to learn new insurance products, systems, and regulations.

✅ Team Player – Works collaboratively with agents and staff to provide seamless service.

✅ Bilingual - (English/Spanish) preferred.

Responsibilities:

• Communicate with customers via phone, email, and text, providing prompt and professional assistance.
• Answer questions about policies, coverage options, billing, and claims.
• Process policy changes, endorsements, renewals, and cancellations accurately.
• Follow up with clients to ensure their needs are met and issues are resolved.
• Educate customers on available insurance products and services.
• Verify and update customer information in agency management systems.
• Handle customer complaints and escalate issues when necessary.
• Identify cross-sell and upsell opportunities to support agency growth.
• Schedule appointments for agents and assist with policy reviews.
• Ensure compliance with industry regulations and company policies.
• Collaborate with internal teams to deliver seamless service.

Qualifications:

• Entry-Level Position – No prior insurance experience is required; however, it is preferred.
• 1–3 years of customer service or administrative experience (insurance industry preferred).
• Insurance license preferred (or willingness to obtain one).

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