Insurance Operations and Customer Service Specialist

This is a remote position.

• Respond to client inquiries via phone and email, routing them appropriately.
• Schedule client appointments, review calls, and internal meetings; coordinate calendars.
• Prepare applications, quote requests, and supporting documentation for submission to carriers.
• Maintain CRM records by documenting client communication and tracking quote statuses.
• Review incoming carrier correspondence and ensure timely follow-up and resolution.
• Organize digital client files in OneDrive and maintain consistent recordkeeping practices.
• Support renewal processes by compiling census data, loss runs, or claims reports as needed.
• Track open tasks and ensure timely completion without reminders.
• Assist with the preparation of client-facing communications, including newsletters and updates.
• Format marketing materials, forms, and client-facing resources.
• Coordinate onboarding activities for new clients and track follow-up items.
• Monitor compliance with data protection standards and ensure confidentiality of client records.
• Support the agency owner with travel planning, meeting preparation, and ad hoc administrative needs.
• Perform other work-related duties as assigned.

• 2+ years of experience in an administrative, operations, or client service role (small business experience preferred).
• High School Diploma or equivalent (required); Associate’s or Bachelor’s Degree preferred.
• Excellent organizational skills, time management, and ability to take ownership of tasks.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite, particularly Outlook, Word, and Excel.
• Ability to learn and navigate CRM and quoting systems efficiently.
• High level of integrity and discretion when handling confidential client information.
• Self-starter with the ability to work independently while contributing to team goals.
• Experience in insurance, financial services, or a professional services office is a plus.

• HMO Coverage for eligible locations
• Permanent work from home
• Immediate hiring