Remote CSR - Path to Licensed Sales & Growth

AACI Group, Inc.; United States; Remote; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Job summary

Five Bays Insurance Agency is seeking a Customer Service Representative (CSR) to act as the operational engine of the squad. You will keep the inbox clean, prepare every deal, and ensure nothing waits on licensed advisors. No licensing is required to start; you will learn insurance sales from the inside and build toward a licensed career.

Work remotely within the U.S. during California business hours, collaborating with Account Executives and Account Managers, and using AI-native tools to draft

Qualifications

• 1+ years in customer service, sales support, operations or a similar role; insurance experience is a plus, not a requirement
• 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

AI tooling

Licensed career

Tools

CRM

Shared inboxes

Email

Job description

Five Bays Insurance Agency is seeking a Customer Service Representative (CSR) to act as the operational engine of the squad. You will keep the inbox clean, prepare every deal, and ensure nothing waits on licensed advisors. No licensing is required to start; you will learn insurance sales from the inside and build toward a licensed career.

Work remotely within the U.S. during California business hours, collaborating with Account Executives and Account Managers, and using AI-native tools to draft