P&C Licensed Insurance CSR

Accountabilities • Provide accurate insurance quotes by applying applicable underwriting rules, business requirements, discounts, and rating guidelines to complete sales.

• Rewrite and reinstate insurance policies in accordance with established underwriting and business rules.

• Complete membership and insurance applications, endorsements, change forms, and other policy documentation accurately and efficiently.

• Accept and process customer payments at the point of sale while maintaining accurate account information.

• Provide responsive, customer-focused service through insurance and membership interactions, addressing questions, concerns, and complaints professionally.

• Conduct outbound follow-up calls to customers when additional information, clarification, or resolution is required.

• Respond to inquiries from sales representatives, insureds, mortgage companies, and other stakeholders regarding ratings, premiums, billing issues, cancellations, payments, and policy information.

• Process policy changes, endorsements, coverage updates, and account status changes accurately and within established service standards.

• Identify appropriate opportunities to cross-sell insurance, membership, and related services based on customer needs.

• Assist agents and internal teams in resolving technical and business-related issues.

• Support other customer interaction functions when needed to help maintain service quality and a seamless customer experience.

• Navigate multiple applications and information sources simultaneously while maintaining accuracy, productivity, and a high standard of customer care.

• Participate fully in required training and maintain the knowledge and licensing necessary to perform the role effectively.

Requirements

• High school diploma or equivalent GED required.

• Current  Property & Casualty (P&C) Insurance license  required.

• Ability to obtain and maintain applicable state membership licenses when required by the department.

• Demonstrated experience providing high-quality, customer-focused service in a professional environment.

• Experience navigating a Windows-based PC environment and working across multiple applications and information sources.

• Ability to interpret and apply information from multiple systems while managing concurrent customer needs.

• Experience handling monetary transactions, including entering payment information and adjusting account balances.

• Demonstrated ability to cross-sell products or services based on customer needs.

• Strong verbal and written communication skills with the ability to explain insurance products, coverage, pricing, and processes clearly.

• Strong organizational, multitasking, and time-management skills, with the ability to maintain accuracy in a high-volume environment.

• Ability to work effectively in a fully remote call center environment and communicate professionally through digital channels.

• Flexibility to work extended or irregular hours, including evenings, weekends, and holidays as business needs require.

• Preferred: college-level coursework, professional certification, or equivalent continuing education.

• Preferred: experience managing simultaneous customer interactions across voice, chat, and email while maintaining a consistent and seamless customer experience.

• Ability and willingness to complete required training; attendance throughout the training period is critical for continued employment.

Benefits

• Compensation:  Starting rate of  $21.75 per hour , plus bonuses and sales incentives.

• Overtime:  Potential to earn overtime at one-and-a-half times the regular hourly rate.

• Paid training:  Fully paid training beginning October 12, 2026.

• Sign-on bonus:  $1,000 sign-on bonus for qualifying new-to-the-organization licensed P&C agents.

• Work arrangement:  Fully remote position.

• Health coverage:  Multiple medical plan options, including HSA-eligible plans, plus prescription drug coverage.

• Dental and vision:  Comprehensive dental and vision benefits.

• Employee support:  Confidential Employee Assistance Program and wellbeing resources.

• Financial protection:  Company-paid basic life insurance, supplemental life and dependent coverage options, short- and long-term disability coverage, and optional critical illness, accident, and pet insurance.

• Retirement:  401(k) plan with employer matching and additional employer contributions, subject to applicable plan terms and vesting requirements.

• Savings:  Health Savings Account (HSA) and Flexible Spending Account (FSA) options.

• Paid time off:  Accrual-based PTO beginning after 90 days of employment, with up to 12 days annually for new full-time employees, increasing with tenure and subject to applicable requirements.

• Holidays:  10 company-paid holidays, one mental health day, two floating holidays, and one volunteer day annually for eligible full-time employees.

• Additional leave:  Paid parental, bereavement, jury duty, and military leave programs.

• Education:  Tuition assistance of up to $5,250 annually, with 80% covered, plus 100% reimbursement for eligible professional certification programs.

• Career development:  Opportunities for professional growth, advancement, and continued learning.

• Additional perks:  Complimentary AAA membership with roadside assistance and travel discounts, plus an adoption assistance program.

• Schedule:  Training runs Monday–Friday, 9:00 a.m.–5:30 p.m. ET. Following training, production schedules include weekday afternoon/evening hours and rotating Saturday coverage.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1