Remote CSR: Path to Licensed Insurance Sales

AACI Group, Inc.; California; Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Growth opportunities with licensing

AI-native tools

Job summary

Five Bays Insurance Agency is seeking a Customer Service Representative to join its AI-native insurance squad in a remote, U.S.-based setup across California hours. You will triage inboxes, prep deals, gather documents, and coordinate with Account Executives and Account Managers while licenses are pursued.

You will work with automated quoting, a manual quoting team, and a centralized Servicing team; no license is required to start, with growth toward licensing supported by the company.

Qualifications

• 1+ years in customer service, sales support, operations or a similar role.
• No insurance license required.
• Exceptionally organized, with a bias for clearing the queue and following through.
• Clear, professional written and phone communication.
• Comfortable working across email, phone, CRM and shared inboxes.
• Desire to embrace and incorporate advanced AI tooling into daily workflows.
• Interest in sales and in growing into a licensed role.

Responsibilities

• Triage the squad inbox and match every email and call to the right deal in our CRM
• Make first contact on new deals and route each one to the right lane, following our switch rules
• Prepare deals for your AE and AM: collect factual information, confirm property details and gather required documents
• Schedule calls and follow-ups, and chase pre-bind documents from clients
• Keep every deal current in our CRM with a clear next action, owner and due date
• Prepare manual quote requests and assemble the handoff package at bind
• Answer the squad phone line and take a turn on the Intake rotation
• Use our AI-native tools to draft, log and organize work faster

Skills

Customer service

Sales support

Operations

Communication

CRM proficiency

AI tooling

License pathway interest

Job description

Five Bays Insurance Agency is seeking a Customer Service Representative to join its AI-native insurance squad in a remote, U.S.-based setup across California hours. You will triage inboxes, prep deals, gather documents, and coordinate with Account Executives and Account Managers while licenses are pursued.

You will work with automated quoting, a manual quoting team, and a centralized Servicing team; no license is required to start, with growth toward licensing supported by the company.