P&C Insurance Service Specialist (Remote)

NerdWallet, Inc; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Flexible vacation

New parent leave

Mental health support

Sabbatical after 5 years

FSA/HSA contributions

Wellness stipend

Wifi stipend

Remote work equipment stipend

Co-working space subsidy

ERGs

Volunteer time off

401K with match

Job summary

NerdWallet Insurance Experts is hiring a Customer Service Representative to handle policy de‑tails, declarations, and renewals. You’ll work with licensed agents on more complex issues, ensuring clean records across CRM, AMS, and carrier systems.

The role supports a remote US-based schedule, with regular hours and collaboration using Google Workspace, Zoom, and Slack. We value clear communication and meticulous record-keeping.

Qualifications

• 1-3 years in customer service, sales, or an insurance-related role.
• A high school diploma or equivalent.
• Clear, professional communication - the kind where a customer hangs up knowing what happens next.
• Comfort juggling several systems and priorities at once without losing the thread.
• Good judgment about what you can solve and what needs to go to a licensed agent.
• Attention to detail, and patience for process-driven work in a changing environment.

Responsibilities

• Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing.
• Pull and send the documents customers need - certificates of insurance, declaration pages, proof of coverage.
• Support renewals by gathering updated customer information and coordinating with licensed agents.
• Partner with licensed agents on complex issues, and know when a question needs to be escalated.
• Keep records accurate and complete across our CRM, AMS, and carrier platforms.
• Spot patterns in the problems customers bring you, and report them as recurring issues to fix processes.
• Pitch in on general servicing and operational support as the team grows.

Skills

Customer service

Communication

Multitasking

Attention to detail

P&C license (preferred)

Education

High school diploma

Tools

CRM tools

AMS platforms

Carrier systems

Job description

NerdWallet Insurance Experts is hiring a Customer Service Representative to handle policy de‑tails, declarations, and renewals. You’ll work with licensed agents on more complex issues, ensuring clean records across CRM, AMS, and carrier systems.

The role supports a remote US-based schedule, with regular hours and collaboration using Google Workspace, Zoom, and Slack. We value clear communication and meticulous record-keeping.