Licensed Insurance Customer Service Representative (P&C)
执照保险客户服务代表 (P&C) 职位类型：全日制，远程工作时间：美国商业时间有关角色 我们正在寻找经验丰富的执照保证客户服务代理 (P& C) 来支持美国本地保险机构提供政策服务，报价，续订和客户支持。在此面向客户的角色中，你将直接与保险人，前景者，保险运营商和代理团队合作以确保及时，准确和专业的服务。你将协助制定政策更新，准备保险报价，回答覆盖问题的信息，帮助代理公司提供卓越的客户体验。我们正在寻找持有美国财产和事故 (P&C) 许可证的候选人 （居民或非居民）.如果需要额外的国家许可证，客户将协助获得这些。责任政策服务 ·帮助客户修改政策，认可，续订，取消以及一般服务请求。·准确地专业地回答保险人的询问。·保持客户互动和政策活动的详细文档。·确保所有服务活动符合代理程序和保险规则。报价 & 客户支持 ·为新人和现有的客户做好保险报价。·帮助客户了解可用的保险选择和政策细节。·跟踪潜在客户以及现有客户关于报价和续订。·通过及时和专业沟通提供优异的客户服务。运营商与代理机构协调。· 与保险公司有关承包要求，政策变更和保险问题进行交流。·在代理管理系统中保持准确记录。·有效处理政策文件和客户请求。·与内部代理团队合作以确保无的客户支持。·你喜欢帮助客户了解他们的保险覆盖和提供优秀的客户服务。·你通过电话和电子邮件进行自信和专业沟通。·你有组织，细节导向，同时处理多个客户请求。·你在远程工作环境中勃发展，并且可以独立地工作，几乎没有监督。·你理解准确性，完整性以及安全性的重要性。
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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