Customer Service Representative

Job Summary

Working remotely in a full-time capacity, the Customer Service Representative will manage the squad inbox, prepare deals for Account Executives and Account Managers, and ensure efficient operations within the team while learning about insurance sales.

Key Responsibilities

• Triage the squad inbox and match emails and calls to the appropriate deals in the CRM
• Prepare deals by collecting information, confirming property details, and gathering required documents
• Maintain current deal statuses in the CRM, scheduling follow-ups and managing pre-bind documentation

Required Qualifications

• 1+ years in customer service, sales support, operations, or a similar role; insurance experience is a plus
• No insurance license required
• Exceptionally organized with a focus on clearing tasks and following through
• Comfortable working with email, phone, CRM, and shared inboxes
• Interest in sales and a desire to grow into a licensed role