Client Care Representative- Email Team

The Client Care Representative- Email Team supports personal-lines insurance customers through accurate, thoughtful email service and policy administration. The position works with multiple carriers and customers in an independent insurance agency service center.

Client Service Responsibilities

• Provide consistently professional, courteous service that strengthens client relationships.
• Prioritize email requests, understand each client's needs, and prepare accurate, tailored responses.
• Collect the information needed to process endorsements efficiently and accurately.
• Process payments and explain billing questions clearly and thoroughly.
• Document and process policy cancellations correctly.
• Review policies with clients for underwriting accuracy and opportunities for savings.
• Discuss carrier recommendations with insured clients to meet compliance requirements.
• Follow agency-management-system workflows, maintain current client files and attachments, generate and send binders and ID cards, and review carrier downloads for accuracy.

Required Qualifications

• A current Property & Casualty Insurance Producer license and at least two years of related experience.
• Self-motivation and a desire to expand insurance knowledge.
• Strong organization, time management, and prioritization.
• A solid work ethic and commitment to exceptional service.
• Excellent written and verbal communication that is professional, clear, and concise.
• Ability to establish trust, credibility, and rapport quickly.

Preferred Experience

Experience with Applied EPIC is a plus.

Schedule, Location, and Compensation

This is a full-time remote position in the United States, working Monday through Friday from 9:00 AM to 5:30 PM EST. Pay is $45,000–$52,000 per year.

Benefits

Benefits include paid time off, group health insurance, short- and long-term disability coverage, vision and life insurance, a company-matched 401(k), and other available benefits.