Insurance Customer Service Representative

🕒 December 4, 2025

🇵🇭 Philippines – Remote

💵 $9.6k - $13.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 72%

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📋 Description

• Service commercial insurance policies and renewals • Shop renewal quotes with assigned carriers • Prepare Accord and supplemental applications • Use online raters to generate quote options • Compile and present quotes to producers • Complete applications and submit supporting documents • Send emails regarding audits, inspections, and endorsements • Chase required information, signatures, and missing documents • Input policy data accurately and quickly in Momentum AMS • Process renewals and updates within Momentum • Maintain clean, organized records and documentation • Send DocuSign forms and track missing documents and follow-ups • Process change requests, including vehicles, drivers, equipment, and endorsements • Communicate with carriers to obtain quotes for updates • Answer calls when producers are unavailable • Gather details for new-quote requests and begin quoting • Act as a friendly, professional first point of contact • Monitor the Momentum pipeline to ensure no missed leads • Follow up with clients missing documents or lines of business • Re-engage previously quoted clients who did not buy • Manage existing business follow-ups, especially for renewals • Call producer-provided lists and follow scripts to qualify leads • Post on social media when assigned • Re-engage past leads and prospects • Assist with simple administrative or operational projects

🎯 Requirements

• Commercial insurance background—non-negotiable and essential • Strong English communication skills (phone + written) • High attention to detail & accuracy • Ability to adapt quickly to new systems (Momentum) • Fast worker with strong follow-through • Integrity, honesty, and open communication • Willingly accepts direction & coaching • Comfortable with phone interaction and prospecting • Experience with Momentum (formerly Nowerts) or any commercial insurance platform (AMS) is a nice-to-have • Social media posting / light marketing experience is a nice-to-have • Available for full-time work during PST timezone shifts • Professional setup: clean background, good camera, good microphone, and strong Wi-Fi • Business casual attire when in meetings • Familiarity with Microsoft Outlook & Calendar, RingCentral, Zoom, and DocuSign

🏖️ Benefits

• Fully Remote Role – No commute, stable schedule, and consistent workflow you can rely on • Potential for Bonuses – Additional incentives tied to growth and sales impact • Long-Term Stability – Join a well-established agency with decades of service and steady commercial demand • Supportive Producers – Team that teaches, collaborates, and encourages • No Micromanagement – They trust people who do their job well; accuracy and integrity are the focus • Hands-On Training – Includes SOPs, PDFs, and Scribe videos for systems and workflows • Growth Path – Opportunity to become a long-term, irreplaceable operator within the agency • 13th Month Bonus • Permanent work-from-home / remote set-up • Health insurance • Dental insurance • Mental health insurance • Great starting salary • Growth opportunity • Performance-based raises • Prizes and bonuses

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