有执照的保险客户服务代表（财产与意外险）
Licensed Insurance Customer Service Representative (P&C)
持牌保险客户服务代表（财险）
职位类型：全职，远程办公
工作时间：美国工作时间
关于该职位
我们正在寻找一位经验丰富的持牌保险客户服务代表（财险），为美国的保险公司代理机构提供保单服务、报价、续保和客户服务支持。
在此面向客户的职位中，您将直接与保单持有人、潜在客户、保险公司和代理团队合作，确保及时、准确和专业的服务。您将协助处理保单更新，准备保险报价，回答保障问题，并帮助代理机构提供卓越的客户体验。
我们寻求持有有效美国财产与责任（P&C）许可证的候选人（居民或非居民）。如果需要其他州的许可证，客户将协助获取。
职责
保单服务
- 协助客户处理保单变更、附加条款、续保、取消和一般服务请求。
- 准确且专业地回应保单持有人的查询。
- 详细记录客户互动和保单活动。
- 确保所有服务活动符合代理机构流程和保险法规。
报价与客户服务
- 为新客户和现有客户提供保险报价。
- 帮助客户了解可用的保障选项和保单细节。
- 跟进潜在客户和现有客户关于报价和续保的情况。
- 通过及时且专业的沟通提供卓越的客户服务。
保险公司与代理机构协调
- 与保险公司沟通承保要求、保单变更和保障问题。
- 在代理机构管理系统中保持准确的记录。
- 高效处理保单文件和客户请求。
- 与内部代理团队协作，确保无缝的客户服务。
适合该职位的条件
- 您持有有效的美国财产与责任（P&C）许可证（居民或非居民）。
- 您喜欢帮助客户理解他们的保险保障并提供优质的客户服务。
- 您能自信且专业地通过电话和电子邮件进行沟通。
- 您条理清晰，注重细节，能够同时处理多个客户请求。
- 您适应远程办公环境，能够在最少监督的情况下独立工作。
- 您理解准确性的的重要性，以及如何在快节奏的工作环境中保持高标准。
查看英文原文
Licensed Insurance Customer Service Representative (P&C)
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
We are looking for an experienced Licensed Insurance Customer Service Representative (P&C) to support U.S.-based insurance agencies with policy servicing, quoting, renewals, and customer support.
In this client-facing role, you will work directly with policyholders, prospects, insurance carriers, and agency teams to ensure timely, accurate, and professional service. You will assist with policy updates, prepare insurance quotes, answer coverage questions, and help agencies deliver an exceptional customer experience.
We are seeking candidates who hold an active U.S. Property & Casualty (P&C) license (resident or non-resident). If additional state licenses are required, the client will assist with obtaining them.
Responsibilities
Policy Servicing
- Assist clients with policy changes, endorsements, renewals, cancellations, and general servicing requests.
- Respond to policyholder inquiries accurately and professionally.
- Maintain detailed documentation of customer interactions and policy activities.
- Ensure all servicing activities comply with agency procedures and insurance regulations.
Quoting & Customer Support
- Prepare insurance quotes for new and existing customers.
- Help clients understand available coverage options and policy details.
- Follow up with prospects and existing clients regarding quotes and renewals.
- Provide exceptional customer service through timely and professional communication.
Carrier & Agency Coordination
- Communicate with insurance carriers regarding underwriting requirements, policy changes, and coverage questions.
- Maintain accurate records within the agency management system.
- Process policy documentation and client requests efficiently.
- Collaborate with internal agency teams to ensure seamless customer support.
What Makes You a Strong Fit
- You hold an active U.S. Property & Casualty (P&C) license (resident or non-resident).
- You enjoy helping clients understand their insurance coverage and providing excellent customer service.
- You communicate confidently and professionally over the phone and via email.
- You are organized, detail-oriented, and able to manage multiple client requests simultaneously.
- You thrive in a remote work environment and can work independently with minimal supervision.
- You understand the importance of accuracy, compliance, and delivering a positive client experience.
Required Experience & Skills
Must-Have
- Active U.S. Property & Casualty (P&C) Insurance License (resident or non-resident).
- Minimum 1 year of Property & Casualty insurance experience with an insurance agency or carrier.
- Experience in Personal Lines, Commercial Lines, or both.
- Comfortable handling inbound and outbound calls with policyholders, prospects, and insurance carriers.
- Excellent verbal and written English communication skills.
- Must be located outside of the United States.
- Reliable high-speed internet connection and a dedicated home office.
- Strong organizational skills and attention to detail.
- Ability to work during U.S. business hours.
Nice-to-Have
- Experience supporting both Personal Lines and Commercial Lines.
- Familiarity with major U.S. insurance carriers.
- Experience using agency management systems such as Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst, Vertafore, or similar platforms.
- Previous experience working remotely for a U.S.-based insurance agency.
- Experience supporting multiple insurance producers or agency teams.
What Does a Typical Day Look Like?
Your day begins by reviewing new policy requests, endorsements, renewals, and customer inquiries. Throughout the day, you'll assist clients with policy servicing, prepare insurance quotes, respond to phone calls and emails, coordinate with insurance carriers, and follow up on outstanding requests.
You'll document all activities within the agency management system, collaborate with agency staff, and ensure every client receives accurate, timely, and professional service. Success in this role comes from delivering exceptional customer support, maintaining compliance, and helping agencies build long-term relationships with their clients.
Interview Process
- Initial Recruiter Screening
- Client Interview
- Offer Stage
What happens after you apply
Right after you apply, you’ll receive an email invitation from Spark Hire to record your Intro Video. It’s a short, self-recorded video, completed once on your own time, and it’s the final step that completes your application.
Here’s why we do it this way. Instead of repeating yourself on screening call after screening call, you tell your story once and it carries forward. Hiring managers get to see how you actually communicate before you meet, so when you’re a fit, the first conversation isn’t starting from scratch. Fewer interviews, and the ones you do have count for more.
Don’t overthink it. Record it as many times as you like—nobody sees the takes you discard. Just be yourself. Your Intro Video invitation will come from Spark Hire, our trusted video interview platform, so please keep an eye on both your inbox and spam folder for the email.
Originally posted on Himalayas