Licensed Insurance Customer Service Representative (P&C)

Position Type: Full-Time, Remote

Working Hours: U.S. Business Hours

We are looking for an experienced Licensed Insurance Customer Service Representative (P&C) to support U.S.

-based insurance agencies with policy servicing, quoting, renewals, and customer support.

In this client-facing role, you will work directly with policyholders, prospects, insurance carriers, and agency teams to ensure timely, accurate, and professional service. You will assist with policy updates, prepare insurance quotes, answer coverage questions, and help agencies deliver an exceptional customer experience.

We are seeking candidates who hold an active U.S. Property & Casualty (P&C) license (resident or non-resident). If additional state licenses are required, the client will assist with obtaining them.

• Assist clients with policy changes, endorsements, renewals, cancellations, and general servicing requests.
• Respond to policyholder inquiries accurately and professionally.
• Maintain detailed documentation of customer interactions and policy activities.
• Ensure all servicing activities comply with agency procedures and insurance regulations.

• Prepare insurance quotes for new and existing customers.
• Help clients understand available coverage options and policy details.
• Follow up with prospects and existing clients regarding quotes and renewals.
• Provide exceptional customer service through timely and professional communication.

• Communicate with insurance carriers regarding underwriting requirements, policy changes, and coverage questions.
• Maintain accurate records within the agency management system.
• Process policy documentation and client requests efficiently.
• Collaborate with internal agency teams to ensure seamless customer support.

• You hold an active U.S. Property & Casualty (P&C) license (resident or non-resident).
• You enjoy helping clients understand their insurance coverage and providing excellent customer service.
• You communicate confidently and professionally over the phone and via email.
• You are organized, detail-oriented, and able to manage multiple client requests simultaneously.
• You thrive in a remote work environment and can work independently with minimal supervision.
• You understand the importance of accuracy, compliance, and delivering a positive client experience.

• Active U.S. Property & Casualty (P&C) Insurance License (resident or non-resident).
• Minimum 1 year of Property & Casualty insurance experience with an insurance agency or carrier.
• Experience in Personal Lines, Commercial Lines, or both.
• Comfortable handling inbound and outbound calls with policyholders, prospects, and insurance carriers.
• Excellent verbal and written English communication skills.
• Must be located outside of the United States.
• Reliable high-speed internet connection and a dedicated home office.
• Strong organizational skills and attention to detail.
• Ability to work during U.S. business hours.

• Experience supporting both Personal Lines and Commercial Lines.
• Familiarity with major U.S. insurance carriers.
• Experience using agency management systems such as Applied Epic, AMS
  360, Hawk Soft, EZLynx, QQCatalyst, Vertafore, or similar platforms.
• Previous experience working remotely for a U.S.
  
  -based insurance agency.
• Experience supporting multiple insurance producers or agency teams.

Your day begins by reviewing new policy requests, endorsements, renewals, and customer inquiries. Throughout the day, you'll assist clients with policy servicing, prepare insurance quotes, respond to phone calls and emails, coordinate with insurance carriers, and follow up on outstanding requests.

You'll document all activities within the agency management system, collaborate with agency staff, and ensure every client receives accurate, timely, and professional service. Success in this role comes from delivering exceptional customer support, maintaining compliance, and helping agencies build long-term relationships with their clients.