Customer Service Representative – Insurance Agency

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $20 - $29 / hour

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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NerdWallet

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

💸 Finance

💳 Fintech

💰 Secondary Market on 2021-05

Finance • Fintech

NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence. The company prides itself on cultivating an award-winning culture that fosters equity and inclusivity, allowing its employees, known as 'Nerds', to thrive. It invests heavily in its workforce through professional development and community engagement, focusing on helping the underserved and unbanked populations through its Corporate Social Responsibility programs. NerdWallet has been recognized for its positive workplace culture and commitment to making a tangible difference in the lives of consumers.

📋 Description

• Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing • Pull and send certificates of insurance, declaration pages, and proof of coverage • Support renewals by gathering updated customer information and coordinating with licensed agents • Partner with licensed agents on complex issues and escalate questions requiring licensed expertise • Maintain accurate and complete records across the CRM, agency management system, and carrier platforms • Identify recurring customer problems and communicate process improvement opportunities • Provide general servicing and operational support as the team grows • Collaborate using Google Workspace, Zoom, and Slack • Report to the Manager, Insurance Operations

🎯 Requirements

• 1–3 years in customer service, sales, or an insurance-related role • A high school diploma or equivalent • Clear, professional communication • Comfort juggling several systems and priorities at once • Good judgment about what can be solved independently and what needs to go to a licensed agent • Attention to detail and patience for process-driven work • Remote role based in the U.S. • Standard schedule Monday through Friday, 9:00 a.m. – 5:30 p.m.; strong preference for PST hours • Preferred: active Property & Casualty (P&C) license • Preferred: experience with CRM tools, AMS platforms, or carrier systems • Preferred: prior work in insurance servicing or an agency environment • Legally authorized to work in the United States

🏖️ Benefits

• Industry-leading medical, dental, and vision health care plans for employees and their dependents • Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care • Mental health support • Paid sabbatical after 5 years • Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution • Monthly Wellness Stipend • Cell Phone Stipend • Wifi Stipend for remote Nerds • Work from home equipment stipend • Co-working space subsidy • Employee Resource Groups • Hackathons and team events • Company-wide events such as NerdLove and annual Charity Auction • 8 hours of volunteer time off per quarter • Company match for charitable donations • 401K with 4% company match • Access to new financial products and tools • Financial wellness guidance and unlimited access to a Certified Financial Planner through Northstar • Disability and Life Insurance with employer-paid premiums