Licensed Customer Service Representative, Insurance in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Licensed Customer Service Representative, Insurance based in United States.

This is a fully remote opportunity for a licensed insurance professional focused on delivering exceptional service across personal lines accounts.
You’ll support customers with policy changes, payments, coverage updates, cancellations, and other account needs.
The role combines customer relationship management, insurance expertise, attention to detail, and efficient problem-solving.
You’ll work closely with clients, insurance carriers, and internal teams to resolve inquiries and maintain strong relationships.
The position operates in a high-volume environment where responsiveness, accuracy, and professionalism are essential.
You’ll also have opportunities to identify additional coverage needs and support client retention through thoughtful service.
This role offers a structured work-from-home environment, comprehensive benefits, and the tools needed to succeed remotely.

• Manage all aspects of assigned personal lines accounts, including policy changes, cancellations, payments, account updates, and coverage adjustments.
• Review client accounts and recommend or add appropriate coverage based on customer needs.
• Respond promptly and professionally to incoming customer calls and emails, identifying needs and taking appropriate action to achieve high satisfaction.
• Build and maintain strong, productive relationships with customers, insurance carriers, and other stakeholders.
• Support customer retention by identifying opportunities to transfer existing clients to sales when appropriate and by cross-selling additional lines of insurance.
• Prepare and process required documentation, including applications, policy change requests, disclosures, and related paperwork.
• Accurately document all customer and carrier interactions, completed activities, tasks, and received documents within the AMS360 management system.
• Navigate multiple computer systems and insurance tools simultaneously while actively assisting customers.
• Meet established productivity, quality, service, and performance expectations while maintaining accuracy and professionalism.
• Maintain availability during assigned hours, follow department schedules and designated holiday coverage requirements, and contribute to special projects or other duties as assigned.

• Active Property & Casualty (P&C) insurance license required.
• Demonstrated customer service experience supporting home and auto insurance customers, preferably within a personal lines environment.
• Strong understanding of insurance account servicing, policy changes, coverage, payments, cancellations, and related customer needs.
• Experience with AMS360, PL Rater, or other insurance rating and agency management tools is preferred.
• Strong written and verbal communication skills, with the ability to build positive relationships and explain insurance information clearly.
• Excellent attention to detail, organization, decision-making, prioritization, and time-management skills.
• Ability to multitask effectively and work comfortably in a high-volume, fast-paced customer service environment.
• Proficiency with Microsoft Office applications and confidence navigating multiple technology platforms simultaneously.
• Technically savvy, adaptable, reliable, professional, and customer-focused approach to work.
• Ability to maintain a dedicated, distraction-free professional home workspace with a dedicated desk.
• Reliable high-speed wired internet is required, with a minimum of 25 Mbps download and 10 Mbps upload; 50 Mbps download and 25 Mbps upload or higher is recommended.
• Ability to adhere to assigned schedules, maintain required availability, and meet remote-work productivity and service expectations.

• Competitive annual salary of $44,000–$56,000.
• Fully remote work-from-home opportunity.
• Medical, dental, and vision insurance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care FSA options.
• Three weeks of paid time off plus generous holiday time.
• Paid parental leave and baby cash benefit.
• Employer matching contributions to a 401(k) retirement plan.
• Life and disability insurance.
• Company-provided computer equipment.
• Supportive environment focused on professional growth, customer service, and work-life balance.