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WeAssist.io · 1 month ago

Insurance Customer Service Representative - MH

United States

Full-time

Remote

New Grad, Entry Level

WeAssist.io is a company focused on connecting global talent with thriving US businesses, and they are seeking an Insurance Customer Service Representative to support their operations. The role involves servicing clients, managing data, and ensuring smooth communication to help producers focus on closing deals.

Consumer Services

Responsibilities

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

Qualification

Commercial insurance backgroundMomentum (AMS) proficiencyEnglish communicationAttention to detailPhone interaction skillsHonestyAdaptability to new systemsSocial media postingIntegrity