Experienced Insurance Service Specialist (U.S. Insurance)

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TYPE OF WORK

Full Time

SALARY

TBD

HOURS PER WEEK

40

DATE UPDATED

Jul 20, 2026

JOB OVERVIEW

We're building our talent pool for future opportunities.

We don't just process insurance, we deliver white-glove service.

We're looking for experienced insurance professionals who naturally go the extra mile for clients. Even when something isn't directly your responsibility, you step in because creating an exceptional client experience comes first. We value people who take ownership, communicate proactively, collaborate across teams, and support our mission of delivering outstanding service.

What You'll Do
- Handle U.S. insurance policy servicing (endorsements, renewals, COIs, cancellations, billing inquiries, document requests, and client follow-ups)
- Review each client's account to understand existing requests and ensure a seamless service experience
- Coordinate with internal teams, carriers, and MGAs to resolve client needs
- Translate insurance terminology into simple, client-friendly language
- Identify opportunities for coverage improvements or policy bundling
- Maintain accurate documentation and organized follow-ups

Minimum Qualifications

Please do not apply unless you meet these requirements:
- 3–5+ years of U.S. insurance customer service or policy servicing experience
- Strong understanding of U.S. insurance terminology and policy servicing
- Excellent communication and customer service skills
- Proactive, accountable, and able to work independently
- Strong attention to detail and follow-up discipline
- Committed to following SOPs while delivering exceptional client service

Preferred Experience
- EZLynx and/or Applied Epic
- ACORD Forms
- Freshdesk or similar ticketing platforms
- Slack or similar collaboration tools
- Comfortable handling phone calls, SMS, and email communications

Our Culture

We're a Results-Only Work Environment (ROWE) that values ownership, accountability, integrity, and continuous improvement. We measure success by results, the quality of our work, and the experience we create for our client, not by hours logged.

If you enjoy autonomy, solving problems, delivering exceptional service, and making a meaningful impact, we'd love to connect with you.

Join Our Talent Pool
Submit your public resume link to be considered for future opportunities. Please apply only if you have strong U.S. insurance customer service experience.

SKILL REQUIREMENT
Customer Support Management Insurance Applied Epic
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