[Remote] Customer Service Specialist Property and Casualty - US Based Remote
Note: The job is a remote job and is open to candidates in USA. Anywhere Real Estate Inc. is an independent provider of personal lines of insurance, dedicated to delivering exceptional service to policyholders. The Customer Service Specialist is responsible for handling customer inquiries, processing payments, and conducting proactive outreach to support the agency’s retention and growth goals.
Responsibilities
- Respond to customer policy inquiries via phone, email, and other communication channels
- Collect and process payments accurately and in compliance with agency standards
- Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities
- Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues and provide updates
- Quote and sell insurance policies across multiple lines, ensuring compliance with state regulations and agency guidelines
- Assist with remarketing efforts to retain customers and improve satisfaction
- Complete administrative duties, including data entry, document management, and updating customer records in agency systems
- Collaborate with team members to meet service level agreements and retention goals
Skills
- High school diploma or equivalent
- Insurance license (Property & Casualty) or willingness to obtain within a specified timeframe. Preference given to candidates with existing license
- Prior experience in customer service, strongly preferred experience in an insurance or financial services environment
- Strong communication skills (verbal and written) and ability to handle high-volume calls
- Proficiency in agency management systems (e.g., AMS360, Salesforce) and Microsoft Office Suite
- Ability to multitask, prioritize, and work in a fast-paced environment
Company Overview