Insurance Operations and Customer Service Specialist

This is a remote position. Schedule: Monday through Friday, 9:00 AM – 5:00 PM (1-hour unpaid break) Client Timezone: US Eastern Time Total Weekly Hours: 35 Hours Responsibilities • Respond to client inquiries via phone and email, routing them appropriately. • Schedule client appointments, review calls, and internal meetings; coordinate calendars. • Prepare applications, quote requests, and supporting documentation for submission to carriers. • Maintain CRM records by documenting client communication and tracking quote statuses. • Review incoming carrier correspondence and ensure timely follow-up and resolution. • Organize digital client files in OneDrive and maintain consistent recordkeeping practices. • Support renewal processes by compiling census data, loss runs, or claims reports as needed. • Track open tasks and ensure timely completion without reminders. • Assist with the preparation of client-facing communications, including newsletters and updates. • Format marketing materials, forms, and client-facing resources. • Coordinate onboarding activities for new clients and track follow-up items. • Monitor compliance with data protection standards and ensure confidentiality of client records. • Support the agency owner with travel planning, meeting preparation, and ad hoc administrative needs. • Perform other work-related duties as assigned. Requirements • 2+ years of experience in an administrative, operations, or client service role (small business experience preferred). • High School Diploma or equivalent (required); Associate’s or Bachelor’s Degree preferred. • Excellent organizational skills, time management, and ability to take ownership of tasks. • Strong written and verbal communication skills. • Proficiency with Microsoft Office Suite, particularly Outlook, Word, and Excel. • Ability to learn and navigate CRM and quoting systems efficiently. • High level of integrity and discretion when handling confidential client information. • Self-starter with the ability to work independently while contributing to team goals. • Experience in insurance, financial services, or a professional services office is a plus. Independent Contractor Perks • HMO Coverage for eligible locations • Permanent work from home • Immediate hiring ZR_28067_JOB Apply tot his job