Licensed Customer Service Representative, Insurance

Polly; United States; Remote; USD 44,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA/FSA

Paid time off

Parental leave

401(k) match

Life insurance

Disability insurance

Remote work

Job summary

Polly is seeking a Licensed Customer Service Representative for its Personal Lines Service team. The role focuses on delivering outstanding service to insurance customers, handling policy changes, updates, and inquiries while building strong relationships with clients and carriers.

The position emphasizes a customer-first approach in a fast-paced, work-from-home setting across the United States. The candidate should hold a Property & Casualty license, bring proven home/auto support experience,

Qualifications

• Property & Casualty (P&C) Insurance License required.
• Proven customer support experience servicing home and auto.
• Ability to multi-task, prioritize and manage time effectively.
• Proficient in Microsoft Office applications.
• Strong attention to detail and time management.
• Ability to work in a high-volume environment.
• Excellent written and verbal communication skills.
• Technically savvy with computer systems.
• Must have a dedicated, distraction-free home workspace.
• Maintain availability during assigned work hours.

Responsibilities

• Servicing client accounts including policy changes and payments.
• Reviewing coverage and adding new coverages as needed.
• Retain clients by coordinating with sales when appropriate.
• Prepare applications, change requests and disclosures.
• Build relationships with clients and carriers.
• Answer calls and emails from customers.
• Assess customer needs to achieve satisfaction.
• Document interactions and tasks in AMS360.
• Contribute to special projects as assigned by management.
• Cross-sell additional lines of business.

Skills

P&C License

Customer support

Multitasking

MS Office

Attention to detail

High-volume work

Communication

Tech savvy

Home workspace

Reliable schedule

Multiple systems

AMS360

PL Rater

Rating tools

Tools

AMS360

PL Rater

Rating tools

Job description

Licensed Customer Service Representative, Insurance

Job Overview

Licensed Customer Service Representative- Insurance

The Role

Join team of professionals that are out to disrupt and transform the insurance and auto retail industries. Polly is looking for a Customer Service Representative to join our Personal Lines Service team who has excellent customer service and relationship building skills.

Who You Are

As a Customer Service Representative, you will work closely with other team members to provide outstanding service to our customers by answering incoming inquires and then take appropriate action to provide top-notch customer satisfaction. It will be key for you to continuously develop strong relationships with both our clients and carriers. As a Representative, you should be customer focused, detail oriented, and efficient. Additionally, you should be professional, reliable, and adaptable.

What You'll Do

• Servicing all aspects of client accounts, including policy changes, cancellations, account updates, payments, etc.
• Account review for coverage changes and add new coverages to suit the client’s needs
• Protect retention for the agency and overall satisfaction to the client by transferring existing clients to sales as needed
• Prepare all necessary paperwork, including but not limited to; applications, change requests and proper disclosures
• Developing strong relationships with clients and carriers
• Answer incoming calls & emails
• Identify and assess customers’ need to achieve satisfaction
• Enter activities for all interaction with clients and carrier personnel, completed tasks and documents received in AMS360 management system
• Perform special projects and other duties as assigned by management
• Account round by cross selling additional lines of business

What You Need to Succeed

• Property & Casualty (P&C) Insurance License
• Proven customer support experience servicing home and auto
• Ability to multi-task, prioritize, and manage time effectively
• Proficient in all Microsoft office applications
• Strong attention to detail with time management and decision-making skills
• Working comfortably in a high-volume work environment
• Excellent written and verbal communication skills
• Technically Savvy
• Dedicated, distraction-free home workspace
• Maintain availability during assigned work hours to meet call volume and service expectations
• Adhere to assigned schedules, including scheduled holidays based on business coverage needs
• Meet established productivity, quality, and performance standards
• Navigate multiple computer systems simultaneously while actively engaged with customers
• All computer equipment is provided. You must be able to maintain department. Work at home (W@H) requirements which include a professional workspace/room with a dedicated desk
• Reliable high-speed internet with wired connection (cable, fiber or DS) from a major ISP with a minimum of 25 Mpbs download and 10 Mbps upload are required; 50 Mbps of download / 25 Mbps upload (or higher) are recommended
• Experience with AMS360, PL Rater, and/or other rating tools preferred

Work & Life, Balanced – We’re Here for You:

• Medical, dental and vision insurance
• HSA, FSA, Dependent Care FSA
• 3 weeks paid time off with generous holiday time
• Paid Parental Leave + baby cash
• Matching 401(k) contributions
• Life & disability Insurance
• Work from home

Polly is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.

About Polly

Polly delivers unexpected value by embedding insurance into life's biggest purchases. As the leading embedded automotive insurance marketplace, Polly seamlessly integrates coverage options from 40+ insurance carriers into the automotive buying experience at thousands of dealerships across the country, delivering savings to consumers when they need it most. With more than $11 billion in coverage placed, shoppers trust Polly for instant quotes, immediate coverage, and expert live agents. Experience the unexpected value of embedded auto insurance at Polly.co.

Salary $44,000 - $56,000