Licensed Property & Casualty Representative

Job Summary

Working remotely, the full-time Licensed Property & Casualty Representative will independently manage customer insurance requests, process policy changes, and ensure accurate documentation within Salesforce while delivering high-quality service to clients.

Key responsibilities

• Resolve customer insurance requests via Salesforce, phone calls, and internal workflows
• Service property policies including coverage changes, renewals, endorsements, and billing inquiries
• Maintain strong documentation and data accuracy while identifying inefficiencies and suggesting process improvements

Required qualifications

• 4+ years of experience in the insurance industry, preferably with homeowners/property experience
• 2+ years in a customer-facing service role
• Active Property & Casualty insurance license (required before starting)
• Experience servicing HO3, DP3, or landlord policies is a plus
• Familiarity with Salesforce is advantageous