Customer Service Specialist for an Insurance Agency in the US (Home Based Full Time)

• 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