Customer Services Contractor in at The Entrepreneur Cooperative

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Location: Remote — Panama
Employment Type: Full-Time
Industry: Insurance / Professional Services
Compensation: $1,000 – $1,500 USD/month

We are seeking a highly organized, customer-focused, and proactive Insurance Customer Support Specialist to support clients with policy management, claims coordination, billing inquiries, and insurance-related administrative processes.

This role is ideal for someone who enjoys helping clients, solving problems, maintaining organized documentation, and working in a fast-paced service-oriented environment.

The ideal candidate is detail-oriented, professional, empathetic, and comfortable communicating with clients regarding insurance policies, claims, renewals, and account updates.

This position plays a key role in delivering an exceptional customer experience while ensuring operational accuracy and compliance across insurance workflows.

• Serve as a primary point of contact for client inquiries regarding:

  • Insurance coverage

  • Billing questions

  • Policy updates

  • Premium changes

  • Renewals

• Provide clear and accurate explanations to help clients understand their policies and available options

• Deliver professional, friendly, and responsive customer service across phone, email, and digital communication channels

• Process policy updates, endorsements, and renewals accurately

• Review premium changes and assist with policy analysis

• Navigate carrier rating systems and insurance platforms

• Support producers and agents with policy-related administrative tasks

• Ensure policy documentation remains organized, updated, and compliant

• Assist clients in gathering required documentation for claims processing

• Coordinate with adjusters and internal teams to support timely claim resolution

• Maintain organized records of claims, policy documents, and customer communications

• Ensure all documentation complies with applicable insurance standards and internal procedures

• Conduct policy reviews to verify accuracy and completeness of documentation

• Support compliance with NAIC regulations and carrier requirements

• Maintain organized digital files and customer records

• Assist with operational and administrative workflows related to policy servicing and customer support

• Collaborate with:

  • Agents

  • Producers

  • Underwriters

  • Account executives

• Stay updated on:

  • Carrier guidelines

  • Industry standards

  • New insurance products

  • Policy changes

• Support internal communication and workflow coordination between departments

• Minimum 2+ years of experience in:

  • Customer support

  • Insurance support

  • Administrative support

  • Client-facing service roles

• Previous insurance industry experience is a strong plus

• Excellent written and verbal communication skills

• Strong follow-up and problem-solving abilities

• High attention to detail and organizational skills

• Intermediate computer proficiency, including:

  • Microsoft Word

  • Excel

  • PowerPoint

• Ability to multitask and manage priorities in a fast-paced environment

• Comfortable working independently in a remote setting

• Experience with:

  • EzLynx

  • Applied CMA

  • Insurance agency management systems

• Bilingual candidates are encouraged to apply

• Previous experience supporting U.S.-based clients or insurance agencies

• Familiarity with insurance compliance and documentation processes

• Customer-first mindset with strong professionalism and empathy

• Highly organized and detail-oriented individual

• Strong communication and relationship-building skills

• Proactive problem-solver with excellent follow-through

• Team player comfortable collaborating across multiple departments

• Someone who thrives in service-oriented and fast-moving environments

• Clients receive accurate, timely, and professional support

• Policies, renewals, and claims are processed efficiently and accurately

• Customer records and documentation remain organized and compliant

• Communication between clients, producers, and carriers remains smooth and professional

• Clients feel supported, informed, and confident throughout the insurance process

• Fully remote opportunity with long-term growth potential

• Collaborative and supportive work environment

• Exposure to U.S.-based insurance operations and workflows

• Opportunity to grow within customer support and insurance operations

• High-impact role supporting customer satisfaction and operational excellence

This is a remote/telecommute position.