Virtual Coworker

Virtual Coworker

·20 hours ago

Customer service specialist for an insurance agency (home based full time)

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Location

remote, Munster, Illinois, United States

Commitment

Full Time

Level

Junior (<2 years)

Required skills

Customer ServicePolicy ServicingCommunicationData EntryDocumentationInsurance KnowledgeOutbound CallingClient OnboardingProblem SolvingProfessionalism

Job Description

  • Serve as the main point of contact for existing policyholders via email (primary) and phone using a dedicated work number and email
  • Handle backend policy servicing, including coverage increase requests and beneficiary changes
  • Prepare, submit, and track certificate requirements and other carrier documentation
  • Onboard newly sold clients: set up their records, send welcome communications, and share the work number and email so they can reach the office directly
  • Make outbound calls to clients for follow-ups, missing documents, and status updates
  • Coordinate with insurance carriers on pending requests and policy changes
  • Escalate sales opportunities and complex policy questions to the broker
  • Provide friendly, professional support to clients, many of whom are homeowners

Ready to join the team?

Apply now

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