Insurance Operations and Customer Service Specialist

Job Description

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

Requirements

Advanced proficiency in QuickBooks Online HR experience with an AU-based client / company Strong understanding of Australian bookkeeping practices, including BAS Excellent communication and documentation skills Detail-oriented, self-managed, and highly organized Ability to proactively identify and solve problems Previous experience supporting trade businesses is a strong advantage Independent Contractor Perks Permanent remote role with a collaborative team culture Opportunity to make a meaningful impact on business growth and stability Access to backup support and documented processes for smooth operations Be part of a company that values proactive communication and reliability Immediate hiring ZR_24527_JOB