Remote Insurance CSR: Path to Licensed Sales, AI-Driven

AACI Group; United States; Remote; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Growth opportunities with licensing

Path to Account Manager with licensing

Job summary

AACI Group, in partnership with Five Bays Insurance Agency, is seeking a Customer Service Representative to join an AI-native insurance squad. You will keep the inbox clean, prep deals, gather documents, and support licensed career progression without initial licensing requirements.

This role is remote within the U.S., aligned with California business hours, offering growth toward an Account Manager role with licensing support and a compensation range of $50K–$60K.

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
• 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

CRM

Email/Phone communication

AI tooling

Licensed role interest

Tools

CRM software

Job description

AACI Group, in partnership with Five Bays Insurance Agency, is seeking a Customer Service Representative to join an AI-native insurance squad. You will keep the inbox clean, prep deals, gather documents, and support licensed career progression without initial licensing requirements.

This role is remote within the U.S., aligned with California business hours, offering growth toward an Account Manager role with licensing support and a compensation range of $50K–$60K.