Remote Licensed Insurance Service Assistant

Usery Insurance Agency; Alpharetta (GA); A distancia; USD 42.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus based on performance

Competitive salary

Training & development

Descripción de la vacante

Usery Insurance Agency is seeking a Service Assist Agent to support Client Account Managers by handling day-to-day service and administrative tasks. The role emphasizes accuracy, responsiveness, and proactive client care to ensure world-class service at every touchpoint.

Responsibilities include onboarding new clients, handling billing, processing policy changes, generating leads, maintaining compliant records, and collaborating with CAMs and Sales Agents to drive agency growth.

Formación

• Active Property & Casualty License.
• Prior customer service or administrative experience (insurance preferred).
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Tech-savvy, with comfort in CRM and insurance management systems.
• Detail-oriented and process-driven, with a proactive mindset.

Responsabilidades

• New Client Onboarding: Assist with setup of new accounts and first impressions.
• Billing & Payments: Manage billing inquiries, payments, and follow-ups with accuracy.
• Policy Changes: Process endorsements, cancellations, reinstatements, and updates to existing policies.
• Cross-Selling & Lead Generation: Identify opportunities and pass qualified leads to CAMs or Sales Agents.
• Documentation & Compliance: Maintain precise records in agency systems and ensure compliance.
• Client Communication: Provide timely, friendly responses within 24 hours.
• Team Collaboration: Work closely with CAMs and Sales Agents to meet goals.

Conocimientos

Customer service

Organization

Communication

Multitasking

Educación

Property & Casualty license

Herramientas

CRM software

Descripción del empleo

Usery Insurance Agency is seeking a Service Assist Agent to support Client Account Managers by handling day-to-day service and administrative tasks. The role emphasizes accuracy, responsiveness, and proactive client care to ensure world-class service at every touchpoint.

Responsibilities include onboarding new clients, handling billing, processing policy changes, generating leads, maintaining compliant records, and collaborating with CAMs and Sales Agents to drive agency growth.