Client Experience Associate

Talentoma; Ohio; Remote; USD 49,000 - 56,000; Full time

Job summary

Talentoma is seeking a remote Client Experience Associate to help policyholders and agency contacts with policy updates, premiums, and renewal-related requests via remote service channels.

You will collaborate with policy, billing, and claims teams to ensure clear, accurate interactions while maintaining notes in the CRM and meeting daily service coverage across US time zones.

Qualifications

• Experience assisting customers in a service setting.
• Familiarity with policy documents, premiums, renewals, or claim-file terminology.
• Ability to navigate CRM and policy platforms during remote conversations.
• Clear verbal and written communication with a professional approach.
• Reliable home workspace and ability to meet scheduled service coverage.

Responsibilities

• Respond to policyholder and agency questions by phone and email, documenting interaction details.
• Review address changes, billing questions, policy documents, and renewal status; route exceptions appropriately.
• Coordinate with billing, claims, and policy teams to resolve open items and provide updates.
• Explain documents, premium due dates, and service processes in plain language.
• Maintain accurate notes, follow service guidelines, and flag recurring customer friction.

Skills

Customer service

Communication

Remote support

CRM navigation

Tools

CRM software

Policy platforms

Job description

Monthly Pay: $4,400 - $5,000 USD per month

Summary

This is not a generic office position: you will help policyholders and agency contacts navigate policy updates, premium questions, and renewal-related requests through remote service channels. As a full-time Client Experience Associate, you will make interactions clear and accurate while partnering with policy, billing, and claims teams.

Job Responsibilities

• Respond to policyholder and agency questions by phone and email, documenting interaction details.
• Review address changes, billing questions, policy documents, and renewal status; route exceptions appropriately.
• Coordinate with billing, claims, and policy teams to resolve open items and provide updates.
• Explain documents, premium due dates, and service processes in plain language.
• Maintain accurate notes, follow service guidelines, and flag recurring customer friction.

Qualifications

• Experience assisting customers, account holders, or agency contacts in a service setting.
• Familiarity with policy documents, premiums, renewals, or claim-file terminology is helpful.
• Comfort navigating CRM and policy platforms during remote conversations.
• Clear verbal and written communication with a professional approach.
• Sound judgment for recognizing exceptions and involving appropriate partners.
• Reliable home workspace and ability to meet scheduled service coverage.
• Fully remote role supporting customers across U.S. time zones.
• Structured training on service processes and internal systems.
• Collaborative team environment with regular feedback and support.