Insurance Customer Service Representative - MH

Hiring: Full-time Insurance Customer Service Representative - Remote - $9,600 - $13,200/yr

About the Client

• Commercial Insurance Experts – Serving contractors and small businesses with high-volume COIs, renewals, and policy servicing.
• Wide Range of Services – Offering contractor insurance solutions including general liability, workers’ compensation, commercial auto, builders risk, bonds, and small-business packages.
• High-Volume Operations – Agency-wide shared inboxes, 13 agents supported, and consistent incoming COIs and policy documents.
• Integrity-Led Culture – Built on honesty, accountability, and always doing the job correctly.
• Family-Oriented Team – A leadership ethos that values trust, communication, and taking care of their people.

About WeAssist

• Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families.
• Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles.
• Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses.
• Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference.
• An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don’t just work—they grow.

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

Additional Information:

Review this Doc first!

How to Prepare for the Recruiting Process:

Why Are They Hiring an Insurance CSR?

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.

Qualifications:

Must-Haves:

• 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

Nice-to-Haves:

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

Responsibilities of the Insurance CSR:

Your responsibilities include:

Servicing & Renewals

• Shop renewal quotes with assigned carriers
• Prepare Accord & supplemental applications
• Use online raters to generate quote options
• Compile and present quotes to producers
• Complete applications and submit supporting documents
• Send emails regarding audits, inspections, and endorsements
• Chase required info, signatures, or missing documents

Data Entry & System Management (Momentum AMS)

• Input policy data with accuracy and speed
• Process renewals and updates within Momentum
• Maintain clean, organized records and documentation

Policy & Document Administration

• Send DocuSign forms
• Track missing documents and follow-ups
• Process change requests (adding vehicles, drivers, equipment, endorsements)
• Communicate with carriers to obtain quotes for updates

Client-Facing & Phone Support

• Answer calls when producers are unavailable
• Gather details for new-quote requests and begin quoting
• Act as a friendly, professional first point of contact

Pipeline & Follow-Up Management

• Monitor the pipeline inside Momentum to ensure no missed leads
• Follow up with clients missing documents or lines of business
• Re-engage previously quoted clients who didn’t buy
• Manage existing business follow-ups, especially for renewals

Prospecting During Downtime

• Call lists provided by producers
• Follow scripts to qualify leads
• Post on social media when assigned
• Re-engage past leads and prospects

Nice-to-Have Extras

• Light social media assistance
• Help with simple admin or operational projects

Want to Know More About the Client?

Our client is a long-standing, independent insurance agency serving contractors and small businesses across California. Founded in the late 90s, they’ve grown into a trusted partner for tradespeople who rely on fast, accurate, and compliant insurance support. They provide contractor policies such as general liability, workers' compensation, bonds, commercial auto, and small-business packages—supported by online quote systems and client portals for a streamlined experience.

With a strong reputation, a growing client base, and a dedicated in-house leadership team, they’re building a more reliable, integrity-driven offshore operations team. This is a chance to join a company that values honesty, precision, and long-term partnership—where your work directly strengthens the agency’s service excellence.

Culture and Core Values:

The team believes in working with integrity, owning your responsibilities, and communicating openly—especially in an industry where accuracy has legal implications. They value individuals who show up consistently, take pride in precision, and contribute to a smooth-running agency.

Here’s what matters most to them:

• Integrity in Every Detail – Accuracy protects clients and the agency.
• Honesty Always – Speak up, share issues, and never hide mistakes.
• Know Your Role, Own Your Work – Excellence comes from mastery and consistency.

This is a team where quality matters, reliability is respected, and your work truly makes a difference.

What’s in it for you?

Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• Fully Remote Role – No commute, stable schedule, and consistent workflow you can rely on.
• Potential for Bonuses – Additional incentives tied to growth and sales impact
• Long-Term Stability – Join a well-established agency with decades of service and steady commercial demand.
• Supportive Producers – Team that teaches, collaborates, and encourages
• No Micromanagement – They trust people who do their job well; accuracy and integrity are the focus.
• Hands-On Training – Includes SOPs, PDFs, and Scribe videos for systems and workflows
• Growth Path – Opportunity to become a long-term, irreplaceable operator within the agency

Your next big opportunity starts here—ready to take the leap?

Perks:

• 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 (Pains me I actually need to write this down…)
• 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