Customer Service Representative - Life & Health (Insurance)

TL;DR

Customer Service Representative - Life & Health (Insurance): Providing support to insureds, carriers, and partners regarding coverage, claims, and billing with an accent on accurate issue resolution and professional communication. Focus on managing inbound/outbound interactions, maintaining CRM documentation, and ensuring HIPAA compliance.

Location: Remote (Must be based in the US)

Salary: $17.50 - $17.80 Hourly

Company

A leading insurance wholesaler and program manager acting as one of the largest intermediaries in the United States.

What you will do

• Handle inbound and outbound calls, emails, and inquiries from customers and carriers in a professional manner.
• Process policy changes, client requests, and updates received via phone, mail, or email.
• Maintain accurate and complete customer service documentation within the CRM system.
• Identify and communicate process improvements and recurring issues to the Team Lead or Supervisor.
• Ensure strict compliance with company, client, and regulatory requirements, including HIPAA.
• Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction.

Requirements

• High School diploma or equivalent required (Associate degree preferred).
• 1 to 2 years of customer service or call center experience.
• Must be based in the US.
• Life & Health license (IL) preferred or ability to obtain.
• Experience in the insurance, healthcare, or financial services industry preferred.

Nice to have

• Bilingual ability to effectively communicate with Spanish-speaking customers.

Culture & Benefits

• Certified Great Place To Work® for two consecutive years.
• Supportive and communicative team environment focused on collaboration.
• Access to ongoing training to maintain up-to-date knowledge of products and systems.
• Equal opportunity workplace committed to diversity and inclusion.