Insurance Customer Service Representative – DH/P4

About This Opportunity

We are representing a well-established independent insurance agency specializing in commercial lines. Our client has been serving contractors and small-to-medium businesses across the western United States for over a decade, with a lean, high-performing remote team and clear growth plans ahead.

They need an experienced Insurance Customer Service Representative to serve as the operational backbone of their service team—managing client communications, policy servicing, renewals, billing, and documentation across their growing book of business.

Responsibilities

As the Insurance Customer Service Representative, you will:

• Handle frontline client communication: Answer inbound calls (17–20 daily), manage a shared service inbox, triage and route emails, and draft welcome communications to new clients
• Process policy changes and endorsements: Submit updates for addresses, entity changes, driver/vehicle additions or removals on commercial auto policies, and coordinate with carriers to complete endorsements
• Manage billing and payments: Accept and log direct bill payments securely, generate and send invoices via email and DocuSign, and maintain accurate financial transaction records in the CRM
• Track and coordinate renewals: Monitor upcoming policy renewals, update effective dates and premiums in the CRM, upload renewal documents to both the CRM and cloud storage, and communicate renewal statuses to clients
• Issue certificates and compliance documents: Respond to requests for Certificates of Insurance (COIs), additional insured endorsements, and proofs of insurance with accuracy
• Maintain organized documentation: Upload endorsements and supporting documents into the CRM and file management systems, archive outdated materials, and help create or refine internal Standard Operating Procedures (SOPs)

What We're Looking For

• Strong working knowledge of commercial insurance operations, including policy documents, servicing workflows, and insurance terminology
• Excellent written and verbal communication skills with a professional, client-focused approach
• High attention to detail and strong organizational abilities in fast-paced environments
• Experience or exposure to construction or contractor insurance is a significant plus
• Comfort with technology: Experience with commercial insurance CRMs (currently Veruna), G-Suite (Gmail, Google Drive, Docs, Sheets), DocuSign or similar e-signature tools, and ideally Apple products (Mac, iPhone, iMessage, Numbers, Pages) or ability to work effectively across platforms
• Availability: Full-time, 8 AM – 5 PM PST timezone
• Professional remote setup: Clean background, quality camera and microphone, strong internet connection

How We Work With You

Candidates apply directly through Get A Job.ai. Our talent team will conduct an initial screening to understand your experience and fit for the role. Qualified candidates are then presented to our client for consideration. Please do not attempt to contact the client directly—all communication and coordination will go through our recruiting team to ensure a smooth, professional process.

Pay

Pay via Get A Job.ai: $9,600 – $14,400 per year

Additional benefits through the employer include: 13th month bonus, health insurance, dental insurance, mental health insurance, performance-based raises, and remote work flexibility.

Get A Job.ai is an equal opportunity recruiter. We welcome applications from all qualified candidates regardless of race, color, religion, sex, national origin, age, disability, or any other protected characteristic.