Hiring: Full-time Insurance Customer Service Representative - Remote - $9,000 - $13,800/yr
🚀 About the Client 🚀
🏆 15+ Years of Excellence – A trusted name in the insurance industry with a legacy of exceptional service.
🛡️Diverse Insurance Solutions – From personal to business insurance, they cover it all.
❤️ People-First Approach – Clients and employees are at the heart of everything they do.
🌎 National Expansion – Backed by a top 50 insurance brokerage, bringing bigger opportunities.
📈 Career Growth & Support – A team that invests in your success and professional development.
🌟 About WeAssist 💡
🔹 Not your typical staffing firm—we connect skilled remote talent with top US businesses
🔹 Founded by Reef Colman five years ago, WeAssist has grown into a 100+ strong team
🔹 We care about people! Competitive benefits, career growth, and community involvement
🔹 We give back—supporting education, homelessness, and social impact initiatives
🔹 Join us and be part of a company that values you and your success!
🌟 WeAssist Core Values 💡
- Integrity – We lead with honesty and do the right thing—even when no one is watching.
- Communication – The spoken word and the listening ear both matter. How we communicate determines how we succeed.
- Expectation Setting – Clarity is everything. We ensure everyone is aligned from the start.
- Reiteration – Active listening in action. What did you hear from what I said? Let’s make sure we’re on the same page.
- Major Ownership – No excuses, only accountability. We ask ourselves, "What could I be doing better?" and push for 1% improvement daily.
- Radical Transparency – Honesty fuels growth. We communicate openly and fearlessly.
- Proactive Effort – We don’t wait for problems—we prevent them. Stay ahead, stay prepared.
- Emotional Intelligence – Self-regulation equals true leadership. We manage emotions, not react to them.
- Direct Discussion & Strategic Collaboration – Address issues with the person first. If needed, discuss with others for strategy—not gossip.
- One More Mindset – Push beyond limits. One more call, one more step, one more win. That’s how we grow!
⚒️ Key Responsibilities of the Insurance Customer Service Representative 📝
➡️ Invoicing & Financial Processing
➡️ Data Entry & Policy Management
➡️ Policy Changes & Client Updates
Additional Information:
How to Prepare for the Recruiting Process -
📢 Why Are They Hiring an Insurance Customer Service Representative?
Our client is growing fast, and their expert advisors need to focus on what they do best—building relationships and securing new business. Right now, they’re juggling too many behind-the-scenes tasks, from invoicing to data entry, and they need a rockstar Insurance Customer Service Representative to step in and take the load off. That’s where you come in! They’re looking for a detail-oriented pro who knows Applied Epic like the back of their hand and can handle the essential tasks that keep things running smoothly.
If you’re ready to climb the ladder in the insurance world, this is your chance to take that first step and make a real impact! 🚀
Responsibilities of the Insurance Customer Service Representative:
Your responsibilities include:
- Invoicing & Financial Processing:
- Input and process receipts and invoicing forms in the Applied Epic system based on information provided by Client Advisors
- Ensure all financial data is accurate, identifying and reconciling any discrepancies before submission
- Forward completed invoicing details to the Financing Team for further processing
- Maintain meticulous records to ensure all transactions are correctly documented
- Data Entry & Policy Management:
- Input policy-related data, including receipts, sales numbers, and client information, into the Applied Epic system
- Maintain accuracy and consistency in all entries, cross-checking financial data and policy details for errors
- Renew policies in the system for re-marketing, ensuring all necessary updates are made for quoting
- Update and renew policy information in the system, prepare forms for submission, and track key changes
- Manage vehicle and equipment schedules during renewals, cross-referencing Excel spreadsheets to ensure alignment before quoting
- Policy Changes & Client Updates:
- Process policy modifications, such as adding new vehicles, equipment, or coverage updates requested by clients
- Ensure all policy adjustments are accurately reflected in the carrier’s system and internal records
- Prepare and send renewal update letters, keeping clients informed about policy changes and next steps
- Premium Financing: (Growth Opportunity)
- Assist in setting up premium financing agreements, ensuring accurate financial data entry and processing
- Support the team in managing payment structures and financing details, depending on experience level
🏡 Want to Know More About the Client?
Our client is a powerhouse in the insurance industry, delivering top-tier risk management and protection solutions for over 15 years. Specializing in both personal and business insurance, they have built a reputation for safeguarding what matters most—homes, businesses, and futures. With a strong foundation in customer service and a commitment to long-term relationships, they’ve expanded their reach by joining forces with a top 50 insurance brokerage.
Their mission is simple: to provide personalized, expert-driven insurance solutions while making every client feel like family. If you're looking for a company that values expertise, innovation, and strong community ties—this is the place to be! 🌟
Culture and Core Values:
Here, culture is more than just a buzzword—it's the foundation of a team that thrives on collaboration, integrity, and a genuine passion for helping others. They foster a supportive environment where every team member is empowered to grow, contribute, and make a meaningful impact.
Here’s what matters most to them:
- ✅ Client First, Always – Every policy, every interaction, every decision centers around delivering top-notch service.
- 💡 Expertise That Matters – Leverage years of industry knowledge to craft the best solutions for every unique need.
- 🤝 Relationships Over Transactions – Trust and long-term connections are the foundation of everything they do.
- 🚀 Growth & Innovation – Staying ahead of industry trends to provide smarter, better insurance solutions.
- 🔥 Passion Drives Excellence – Love what you do, and it will show in every customer interaction.
- 🎯 Maximize & Deliver – Use every resource wisely to provide the best coverage, the best price, and the highest level of service.
If you’re looking to grow with a company that values people as much as policies, this is your chance to join a team that 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:
- 💰 Competitive Pay & Benefits – Get rewarded for your skills and expertise!
- 🚀 Career Growth on the Fast Track – Set the standard for the Commercial team and grow with the company.
- 💡 Be the Go-To Expert – Your Applied Epic skills will make you a key player from day one.
- 🤝 A Team That Has Your Back – Supportive, collaborative, and focused on success together.
- 🏆 Client-Focused Mission – Help businesses and individuals protect what matters most.
- 📚 Never Stop Learning – Stay ahead with professional development and industry insights.
- 🌟 Relationships Over Transactions – Build connections that matter, inside and outside the company.
Your next big opportunity starts here—ready to take the leap? 🚀
Perks:
- 13th Month Bonus (Wild right?! 🤯)
- 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; 8 AM - 5 PM PST Timezone
- 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
- Applied Epic (Must-have)
- MS Excel
- MS Word
- MS Outlook
- Compensation
- Fixed Rate $9,000 - $13,800/yr