[Hiring] Insurance Customer Service Representative @WeAssist.io

Role Description

Our client is hiring three Insurance CSRs to support producers who are overloaded with renewals, service requests, quoting, data entry, and pipeline follow-ups. These bottlenecks are stopping them from selling, and that's where you come in. Your mission: run the backend so producers can focus on closing deals. You'll be the organized, dependable operator keeping policies moving, clients supported, and no lead left behind.

If you're looking for a stable, growth-focused insurance role where your accuracy, speed, and communication make a tangible impact, this opportunity delivers.

Key Responsibilities of the Insurance CSR

• Servicing & Renewals
• Data Entry & System Management
• Policy & Document Administration
• Client-Facing & Phone Support
• Pipeline & Follow-Up Management
• Prospecting During Downtime

Qualifications

• Commercial insurance background—non-negotiable and essential.
• Strong English communication skills (phone + written)
• High attention to detail & accuracy
• Ability to adapt quickly to new systems (Momentum)
• Fast worker with strong follow-through
• Integrity, honesty, and open communication
• Willingly accepts direction & coaching
• Comfortable with phone interaction and prospecting

Requirements

• Experience with Momentum (formerly Nowerts) or any commercial insurance platform (AMS) - nice-to-have
• Social media posting / light marketing experience - nice-to-have

Benefits

• Fully Remote Role
• Potential for Bonuses
• Long-Term Stability
• Supportive Producers
• No Micromanagement
• Hands-On Training
• Growth Path
• 13th Month Bonus
• Permanent work-from-home / remote set-up
• Health insurance
• Dental insurance
• Mental health insurance
• Great starting salary
• Growth opportunity
• Performance-based raises
• Prizes and bonuses

Specifics

• Time: Full-time; PST Timezone
• Available shifts: 8am to 4pm PST, 9am to 5pm PST
• This is a remote position so you can have the freedom to work from anywhere

Miscellaneous

• Attire - business casual when in meetings
• Professional setup: Clean background, good camera, good microphone, strong wifi

Tech Stack

• Momentum or any insurance AMS platform (nice-to-have)
• Microsoft Outlook & Calendar
• RingCentral (team chat)
• Zoom
• DocuSign

Compensation

• Fixed Rate $9,600 - $13,200/yr