Operations & Customer Service and Sale Specialist/Insurance Administrative Assistant

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TYPE OF WORK

Full Time

SALARY

500

HOURS PER WEEK

40

DATE UPDATED

Aug 27, 2026

JOB OVERVIEW

OnePoint Insurance Agency is looking for an exceptional Insurance Administrative Assistant / Operations & Customer Service Specialist to become an important part of our growing team.

This is NOT a traditional customer call center position.

Instead, you'll be the operational backbone of our agency—supporting our licensed agents, keeping policies moving, assisting with renewals, generating insurance quotes, communicating with insurance carriers, assisting clients by phone when needed, and ensuring every client receives outstanding service both behind the scenes and during direct interactions.

We're looking for someone who loves organization, enjoys solving problems, communicates professionally with clients, pays attention to every detail, and takes pride in getting things done right the first time.

If you're looking for a long-term career where your work truly makes a difference, we'd love to meet you.

Job Information

Job Title:
Insurance Administrative Assistant / Insurance Operations & Customer Service Specialist

Company:
OnePoint Insurance Agency

Industry:
Insurance / Financial Services

Employment Type:
Full-Time

Work Location:
100% Remote

Work Schedule:
Monday – Friday

Working Hours (Eastern Time)

Morning Team Meeting: 8:45 AM ET
Business Hours: 9:00 AM – 7:00 PM ET
One-Hour Break Included
No Weekend Work

Starting Salary:
$500 USD per month

Salary Schedule:
Paid on the 1st and 15th of every month

Performance Bonuses & Growth

Outstanding performers may qualify for:

Monthly Performance Bonuses
Productivity Incentives
Performance Raises
Career Advancement Opportunities
Paid Company Holidays
Ongoing Training & Professional Development
What You'll Do

As our Insurance Operations & Customer Service Specialist, you'll help keep the agency running smoothly by supporting our licensed insurance agents and ensuring every client file and interaction is handled accurately and professionally.

Your responsibilities include:

Generate insurance quotes
Review insurance policies for accuracy
Compare coverage options
Process policy changes and endorsements
Assist with policy renewals
Prepare and send professional emails
Send text message follow-ups to clients
Make and receive client phone calls
Provide professional customer service over the phone
Follow up with clients regarding quotes, renewals, documents, payments, and pending requests
Answer general client questions and properly route matters requiring a licensed agent
Listen carefully to clients, identify their needs, and document conversations accurately
Build positive relationships with clients through professional and friendly communication
Request documents from clients
Update our CRM accurately
Document all client calls and interactions in the CRM
Maintain organized client files
Communicate with insurance companies regarding policy status
Contact carrier underwriting departments
Contact carrier billing departments
Verify policy activity and effective dates
Resolve policy servicing issues
Track pending requests until completed
Follow up with carriers until every issue is resolved
Support licensed agents with administrative tasks
Complete projects assigned by management

While this is not a traditional call center or phone-sales position, phone communication is an important part of the role. You should be comfortable speaking professionally with clients, following up on outstanding matters, answering incoming calls when needed, and helping create an excellent customer experience.

Who We're Looking For

We're searching for someone who naturally takes ownership of their work.

Someone who doesn't wait to be reminded.

Someone who follows through.

Someone who enjoys helping others succeed.

You should be:

✓ Extremely organized

✓ Highly dependable

✓ Detail-oriented

✓ Accurate with data entry (99.9% accuracy expected)

✓ Excellent at written English

✓ Confident and professional in spoken English

✓ Professional in email communication

✓ Friendly and comfortable communicating with clients by phone

✓ A strong listener who can understand a client's concern before responding

✓ Comfortable communicating with insurance companies

✓ Strong at problem-solving

✓ Able to prioritize multiple tasks

✓ Fast learner

✓ Positive attitude

✓ Self-motivated

✓ Reliable

✓ Coachable

✓ Team-oriented

✓ Comfortable working in Microsoft Teams throughout the day

✓ Available and responsive during business hours

We are looking for someone who becomes part of our team—not someone looking for temporary work.

Preferred Qualifications

These are a major advantage:

Insurance agency experience
Insurance quoting experience
Insurance policy servicing experience
Insurance renewal experience
Insurance carrier portal experience
Insurance customer service experience
Phone/customer support experience
CRM experience
Microsoft Office proficiency
Strong email writing skills
Administrative Assistant experience
Virtual Assistant experience

If you don't have insurance experience but you're highly organized, professional on the phone, quick to learn, and eager to build a long-term career, we still encourage you to apply.

Equipment Requirements

Applicants must have:

Reliable desktop or laptop computer
High-speed internet connection
Noise-canceling headset suitable for professional client calls
Quiet home office
Working webcam
Backup internet connection (preferred)
Backup power source (preferred)
Why You'll Love Working With Us

At OnePoint Insurance Agency, we invest heavily in our people.

We provide:

Paid training
Ongoing coaching
Career growth opportunities
Supportive leadership
Positive team culture
Long-term employment
Paid company holidays
Monthly bonuses
Opportunities for advancement

We work together every day through Microsoft Teams, so you'll always feel connected to the rest of the team.

Application Instructions (Read Carefully)

Attention to detail is one of the most important parts of this position.

Please complete ALL of the following steps.

Step 1

At the beginning of your application, type this code exactly:

Code: OPS500

Applications without this code may not be reviewed.

Step 2

Record a video introduction (maximum 5 minutes).

We'd like to see both your communication skills and professionalism, as this position includes direct communication with our clients.

Please answer the following:

Tell us about yourself.
Where are you located?
Describe your previous administrative or operations experience.
Tell us about any insurance experience you have.
Describe your customer service or phone support experience.
How would you handle a client who calls frustrated or upset about an insurance issue?
Tell us about a time you had to manage multiple priorities.
Describe a situation where attention to detail prevented a mistake.
How do you stay organized while working remotely?
Why do you want to work with OnePoint Insurance Agency?
What are your long-term career goals?
Why should we hire you instead of another applicant?
Step 3

Include the following with your application:

Updated resume
Internet speed test screenshot
Computer specifications
Photo or screenshot of your workstation
Webcam confirmation
Confirmation that you have a working noise-canceling headset and can professionally handle client calls
Earliest available start date
Confirmation that you can work Monday–Friday, 9:00 AM–7:00 PM Eastern Time
Confirmation that you understand this is a full-time, long-term position
We're Hiring Immediately

We're looking for someone who takes pride in accuracy, follows through without being reminded, communicates confidently and professionally with clients, supports the team, and wants to build a long-term career in the insurance industry.

If that sounds like you, we'd love to hear from you.

We are actively reviewing applications and interviewing qualified candidates immediately. Join OnePoint Insurance Agency and become part of a team committed to protecting families, businesses, and communities every day.

Salary is paid on the 1st and 15th of every month.

SKILL REQUIREMENT
Phone Support Sales Support Customer Service
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