Licensed Customer Engagement Specialist
$33,280–$33,280 year
RemoteUnited States
Job Summary
Conduct outbound calls to existing customers regarding policy renewals, billing reminders, coverage recommendations, and service opportunities. Follow up on requested documents, outstanding items, and policy servicing needs while assisting with administrative tasks like data entry, policy documentation, and scheduling. Join daily team huddles to align on priorities and receive ongoing coaching to build insurance knowledge and customer service skills. Meet with your manager for feedback and professional development. This role balances proactive customer outreach with operational support to strengthen relationships and ensure clients receive exceptional service in a fully remote environment.
Required Qualifications
- Active Property & Casualty License or Personal Lines License
- 100% remote position
- flexible work-from-home environment
Desired Qualifications
- Previous insurance agency, customer service, retention, or call center experience
- Strong verbal and written communication skills
- Comfortable making a high volume of outbound customer calls
- Excellent organizational and time management skills
- Ability to multitask and work independently in a remote environment
- Positive attitude with a genuine passion for helping customers
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