Customer Service Representative (Remote)

This is an entry-level position designed for individuals new to the role or those who prefer to remain in a support-focused capacity. This position is responsible for delivering a positive customer experience, responding to a wide range of inquiries, and ensuring that policyholders, brokers, and other stakeholders receive accurate and timely assistance. CSR I serves as the front line of communication and plays a key role in upholding our service standards. PRINCIPAL DUTIES & RESPONSIBILITIES • Handle customer interactions related to insurance policies, billing, endorsements, licensing and general questions with accuracy, professionalism and efficiency. • Provide clear, accurate, and courteous assistance to insureds, brokers, and other stakeholders. • Process policy changes, endorsements, and updates according to company guidelines and within established timelines. • Collaborate with internal business partners (e.g., underwriting, claims, billing) to meet customer needs and support streamlined workflows. • Ensure compliance with company procedures, service standards, and applicable regulatory requirements. • Demonstrate reliability, professionalism, and a strong customer-first mindset in every interaction. • Accurately document all customer interactions in the system, maintaining clear and complete records. • Participate in ongoing training and team meetings to stay current on product knowledge, systems, and procedural updates. • Contribute to team goals by sharing feedback, offering suggestions for improvement, and fostering a positive workplace culture EDUCATION & EXPERIENCE • High school diploma and basic computer skills required. • Exhibit good communication skills with emphasis on phone skills. • Demonstrate good interpersonal skills (both internal and external) and work well in a team environment. • Perform moderately complex tasks. • Exercise occasional decision making and judgment. • Perform tasks with minimal supervision. • Have a solid understanding of rules and procedures in order to provide accurate information to callers. • Prior insurance experience, call center experience, and coverage knowledge preferred. • Bilingual (English/Spanish) preferred.