Customer Service Representative II

Jobtailor; Illinois; Hybrid; USD 60,000 - 80,000; Full time

Job summary

Jobtailor is seeking an experienced insurance customer service professional in a fully remote role. The candidate will handle homeowner/property insurance requests via Salesforce and phone, ensuring accurate documentation and timely resolutions.

The position requires 4+ years in the insurance industry, 2+ years in a customer-facing role, an active Property & Casualty license, and preferably Spanish language skills. Remote work supports flexible, autonomous collaboration with carriers and clients.

Qualifications

• 4+ years working in the insurance industry (homeowners/property experience strongly preferred).
• 2+ years in a customer-facing service role.
• Active Property & Casualty insurance license (required before starting - non-negotiable).
• Spanish fluency (preferred but not required).

Responsibilities

• Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows.
• Service property policies (coverage changes, renewals, endorsements, billing questions, etc.).
• Deliver high-quality customer experiences - especially in complex or time-sensitive situations.
• Partner directly with carrier partners and referral sources to advocate for clients.
• Maintain strong documentation and data accuracy within Salesforce.
• Identify inefficiencies and suggest process improvements.
• Operate with accountability and autonomy in a fully remote environment.

Skills

Customer service

Documentation

Process improvement

Accountability

Autonomy

Communication

Tools

Salesforce

Job description

Responsibilities

• Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
• Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)
• Deliver high-quality customer experiences - especially in complex or time-sensitive situations
• Partner directly with carrier partners and referral sources to advocate for clients
• Maintain strong documentation and data accuracy within Salesforce
• Identify inefficiencies and suggest process improvements
• Operate with accountability and autonomy in a fully remote environment

Requirements

• 4+ years working in the insurance industry (homeowners/property experience strongly preferred)
• 2+ years in a customer-facing service role
• Active Property & Casualty insurance license (required before starting - non-negotiable)
• Spanish fluency (preferred but not required)

Core Competencies

Demonstrates expertise in resolving customer insurance requests and delivering high-quality service in the property insurance sector. Proficient in maintaining documentation accuracy and advocating for clients while identifying process improvements.