Remote Insurance Agent & Client Services Specialist

Polly Insurance Agency, LLC; United States; Remote; USD 45,760 - 68,286; Full time

Benefits offered by this job

Medical, dental and vision insurance

3 weeks paid time off

Matching 401(k) contributions

Job summary

Polly Insurance Agency, LLC is seeking a Licensed Insurance Agent / Customer Service Representative to provide exceptional support and manage client accounts. In this role, you will handle policy changes, account reviews, and develop strong relationships with clients and carriers.

The ideal candidate will have proven experience in customer support, strong attention to detail, and possess a Property & Casualty insurance license. A generous benefits package is offered including medical, dental, and 3 weeks paid time off.

Qualifications

• Proven customer support experience or experience as a customer service representative.
• Ability to multitask, prioritize, and manage time effectively.
• Strong attention to detail, time management, and decision-making skills.

Responsibilities

• Servicing all aspects of client accounts, including policy changes and account updates.
• Develop strong relationships with clients and carriers.
• Answer incoming calls & emails to assess customer needs.

Skills

Customer support experience

Microsoft Office proficiency

Attention to detail

Time management

Bilingual in Spanish

Education

Property & Casualty (P&C) Insurance License

Tools

AMS 360

Job description

Polly Insurance Agency, LLC is seeking a Licensed Insurance Agent / Customer Service Representative to provide exceptional support and manage client accounts. In this role, you will handle policy changes, account reviews, and develop strong relationships with clients and carriers.

The ideal candidate will have proven experience in customer support, strong attention to detail, and possess a Property & Casualty insurance license. A generous benefits package is offered including medical, dental, and 3 weeks paid time off.