Insurance Customer Service Agent - EzLynx

This is a remote position.

Schedule:

• 35 hours/week
• Monday to Friday 9:30am to 4:30pm PST

• Complete ACORD forms and gather client details for quoting.
• Enter insured and account information accurately into EzLynx.
• Perform all quoting tasks within EzLynx and analyze carrier rates to find competitive options.
• Communicate quotes, answer client questions, and assist with next steps.
• Assist with policy renewals, ensuring data accuracy and timely processing.
• Handle endorsements and mid-term policy changes.
• Provide claims support by collecting documentation and coordinating with clients and carriers.
• Respond to client inquiries via email, phone, or messaging platforms.
• Maintain detailed notes and documentation within the EzLynx system.
• Follow up with clients to ensure satisfaction and retention.
• Assist with automation setup and process improvements.

Requirements

• Minimum of 2 years of experience in the insurance industry.
• At least 1 year of experience using EzLynx for quoting and policy management.
• Strong understanding of insurance processes and documentation.
• Excellent written and verbal communication skills.
• High attention to detail and ability to work independently.
• Strong organizational and time management skills.
• Experience with both personal and commercial lines of insurance is preferred.
• Familiarity with multiple carrier portals and quoting processes is an advantage.

• HMO Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring
• Steady freelance job