Remote Commercial Insurance Customer Support Specialist

Job Description

Welcome to Ware Insurance. We are a team built on the belief that protecting a business is more than just paperwork; it is about building a foundation for our clients' success. While our home base is firmly planted in the beautiful coastal setting of Virginia Beach, we have grown into a remote-first culture that values the quality of your work far more than where you choose to sit while doing it. We are looking for a Commercial Insurance Customer Support Specialist who thrives on helping others. The Customer Service Specialist supports the Commercial Lines team by completing routine service, processing, file maintenance, and client-deliverable tasks. The position requires accuracy, dependable follow-through, familiarity with agency procedures, and the judgment to recognize when a request requires Account Manager review or coverage interpretation.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Mail, File Maintenance

When requested by management help with account managers with various duties including:

Unrouted attachments.

• Issue AutoID Cards and Evidence of Insurance.
• Obtain loss runs and prepare loss summaries when requested.
• Complete assigned special projects and provide team support as priorities require.
• Establish and maintain positive, professional working relationships with associates, clients, carriers, and other business partners.

Endorsements and Audits

• Review routine endorsements for processing accuracy. Send accurate endorsements to the client with the approved explanatory communication or route discrepancies for correction.
• Request return-premium checks from accounting when applicable and follow up if the check is not received within the required timeframe.
• Follow up with carriers or wholesalers for completion of outstanding endorsements.
• Complete billing within agency-defined timelines and according to written procedures.
• Assist with final-audit processing as knowledge and experience develop.

Certificate of Insurance Responsibilities

• Issue standard Certificates of Insurance using current policy information.
• Process certificate requests that require review of a contract, lease, agreement, or insurance-requirement document.
• Distribute renewal certificates in accordance with agency procedures.
• Date and maintain certificate-holder lists and complete certificate distribution according to agency procedures.
• Agency policy requires certificates to be processed the same day. Requests received after 4:00 p.m. must receive a response confirming the expected completion timeframe.

Requirements

• Must have active Property & Casualty Insurance License.
• Three or more years of experience working on commercial lines accounts.
• Strong command of agency management software and digital documentation workflows.
• Previous experience working in a fully remote or virtual office setting.
• Proficiency in Microsoft Office Suite and collaborative task management platforms.