[Remote] Customer Services Contractor

Note: The job is a remote job and is open to candidates in USA. Entrepreneur Cooperative is seeking a highly organized and customer-focused Insurance Customer Support Specialist to assist clients with policy management, claims coordination, and billing inquiries. This role emphasizes delivering exceptional customer experiences while ensuring operational accuracy and compliance in insurance workflows.

Responsibilities

• Serve as a primary point of contact for client inquiries regarding:
• Insurance coverage
• Billing questions
• Policy updates
• Premium changes
• Renewals
• Provide clear and accurate explanations to help clients understand their policies and available options
• Deliver professional, friendly, and responsive customer service across phone, email, and digital communication channels
• Process policy updates, endorsements, and renewals accurately
• Review premium changes and assist with policy analysis
• Navigate carrier rating systems and insurance platforms
• Support producers and agents with policy-related administrative tasks
• Ensure policy documentation remains organized, updated, and compliant
• Assist clients in gathering required documentation for claims processing
• Coordinate with adjusters and internal teams to support timely claim resolution
• Maintain organized records of claims, policy documents, and customer communications
• Ensure all documentation complies with applicable insurance standards and internal procedures
• Conduct policy reviews to verify accuracy and completeness of documentation
• Support compliance with NAIC regulations and carrier requirements
• Maintain organized digital files and customer records
• Assist with operational and administrative workflows related to policy servicing and customer support
• Collaborate with:
• Agents
• Producers
• Underwriters
• Account executives
• Stay updated on:
• Carrier guidelines
• Industry standards
• New insurance products
• Policy changes
• Support internal communication and workflow coordination between departments

Skills

• Minimum 2+ years of experience in customer support
• Minimum 2+ years of experience in insurance support
• Minimum 2+ years of experience in administrative support
• Minimum 2+ years of experience in client-facing service roles
• Excellent written and verbal communication skills
• Strong follow-up and problem-solving abilities
• High attention to detail and organizational skills
• Intermediate computer proficiency, including Microsoft Word, Excel, and PowerPoint
• Ability to multitask and manage priorities in a fast-paced environment
• Comfortable working independently in a remote setting
• Experience with EzLynx
• Experience with Applied CMA
• Experience with insurance agency management systems
• Bilingual candidates are encouraged to apply
• Previous experience supporting U.S.-based clients or insurance agencies
• Familiarity with insurance compliance and documentation processes

Benefits

• Fully remote opportunity with long-term growth potential
• Collaborative and supportive work environment
• Exposure to U.S.-based insurance operations and workflows
• Opportunity to grow within customer support and insurance operations
• High-impact role supporting customer satisfaction and operational excellence

Company Overview