Customer Service Representative II

Responsibilities

• Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
• Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)
• Deliver high-quality customer experiences - especially in complex or time-sensitive situations
• Partner directly with carrier partners and referral sources to advocate for clients
• Maintain strong documentation and data accuracy within Salesforce
• Identify inefficiencies and suggest process improvements
• Operate with accountability and autonomy in a fully remote environment

• 4+ years working in the insurance industry (homeowners/property experience strongly preferred)
• 2+ years in a customer-facing service role
• Active Property & Casualty insurance license (required before starting - non-negotiable)
• Spanish fluency (preferred but not required)

Demonstrates expertise in resolving customer insurance requests and delivering high-quality service in the property insurance sector. Proficient in maintaining documentation accuracy and advocating for clients while identifying process improvements.