Licensed Customer Service Agent (Fintech)

TL;DR

Licensed Customer Service Agent (Fintech): Supporting policyholders across multiple carriers and resolving complex service needs with an accent on insurance policy management and multi-carrier workflows. Focus on processing policy updates, coordinating with third-party lenders, and improving service operational efficiency.

Location: Remote (Must be based in one of the following 30 US states: AL, AZ, CO, FL, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VT, VA, WA, and WI)

Salary: $45,000 – $50,000

Company

hirify.global is a remote-first insurance technology company that uses data and technology to make homeowners insurance simpler and more affordable.

What you will do

• Serve as the primary contact for policyholders regarding policies, billing, cancellations, and coverage.
• Manage multi-channel customer communications via phone, email, and other platforms.
• Process policy updates and endorsements across multiple carrier systems.
• Coordinate with third-party lenders and mortgage companies to fulfill policy requirements.
• Handle escalated customer concerns with professional problem-solving and empathy.
• Support non-licensed team members and sales agents with complex service requests.

Requirements

• Active Personal Lines or Property & Casualty insurance license.
• 1+ year of experience in a brokerage or insurance agency environment, including call center experience.
• Proven experience servicing insurance policies (endorsements, billing, cancellations).
• Proficiency with tools such as EZLynx, G-Suite, Slack, and Zoom.
• Strong verbal and written communication skills for de-escalating distressed customers.
• Must be legally authorized to live and work full-time in one of the specified US states.

Nice to have

• Bilingual Spanish proficiency.

Culture & Benefits

• Competitive salary and company equity via Restricted Stock Units (RSUs).
• 401(k) with company match up to 4%.
• Comprehensive medical, dental, and vision insurance, including company-funded HSA.
• Paid time off: 11 days accrued PTO, 7 sick days, and 8 company holidays.
• Generous paid parental leave (14 weeks for birthing parents, 8 weeks for non-birthing).
• Professional development budgets for certifications and learning.

Hiring process

• Resume screening by in-house recruiters.
• Interviews with recruiters, hiring managers, and team members.
• Role-relevant skills assessment where applicable.