Commercial Lines – Client Service Representative

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October 17

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COVU

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Insurance • Fintech • Artificial Intelligence

COVU is a technology-driven company that focuses on servicing, managing, and growing property and casualty (P&C) insurance agencies. With over $22 million in Series A funding, COVU combines a team of U. S. -based licensed agents with advanced AI technology to streamline operational tasks, enhance customer communication, and support agency growth while ensuring full ownership retention for agency principals. By offering comprehensive management solutions, COVU empowers agencies to increase efficiency and profitability without compromising their operations or autonomy.

51 - 200 employees

💳 Fintech

🤖 Artificial Intelligence

📋 Description

• Process endorsements, audits, rating submissions, and policy changes accurately and within deadlines. • Serve as the first point of contact for inbound client calls, addressing basic coverage or policy questions and routing complex queries to the Account Manager or Account Executive. • Work daily in Agency Management Systems (AMS) to access policy details, update records, and maintain data accuracy. • Track, follow up, and close out service tickets using workflow tools and AMS task queues. • Manage customer interactions with professionalism — over phone, email, and internal notes. • Partner with Account Managers and Account Executives to maintain high retention and customer satisfaction. • Lead offshore teammates in processing tasks, checking outputs, and maintaining quality control. • Identify repetitive or automatable tasks that could be delegated or optimized through technology or AI.

🎯 Requirements

• 3+ years in insurance or contact center experience — must demonstrate independence and self-management in remote work. • Familiarity with multiple AMS platforms (Epic, AMS360, HawkSoft, EZLynx, etc.) • Licensed in Property & Casualty. • Strong multitasking ability, attention to detail, and follow-through discipline. • Confident handling high-volume inbound calls without micromanagement. • Excellent written and verbal communication skills; clear English proficiency. • Exposure to national accounts or multi-state servicing is a plus.

🏖️ Benefits

• Team Performance Bonus