Case Specialist I (Insurance)

TL;DR

Case Specialist I (Insurance): Handling incoming policyholder inquiries and providing customer service to address coverage needs with an accent on policy changes and certificate issuance. Focus on liaising between customers and underwriting, ensuring data accuracy in CRM systems, and solving complex contractual coverage requirements.

Location: Remote (Must be legally authorized to work in the United States)

Salary: $23 – $26 per hour

Company

hirify.global (ISC) is a data-driven commercial MGA and insurance wholesaler combining insurance and technology to create an Insurtech powerhouse.

What you will do

• Review and respond to customer inquiries for Certificates of Insurance and special wording endorsements.
• Manage policy changes, including premiums, buy-backs, and limit increases.
• Liaise between customers, hiring agencies, and underwriting to resolve coverage requirements.
• Perform accurate policy entry for products sold by the New Business sales team.
• Partner with agents and customers to identify needs for new or customized policies.
• Provide training and guidance to customer support teammates to ensure seamless case handling.

Requirements

• Associate Degree and/or Property & Casualty Insurance license (obtained or currently pursuing).
• 1 year of experience in the commercial insurance industry.
• Proficiency in customer service-related fields.
• 2 years of experience utilizing Microsoft Office and/or digital CRM systems.
• Demonstrated oral and written communication skills.
• Must be legally authorized to work in the United States.

Culture & Benefits

• Employee Ownership Program providing shared financial rewards.
• Comprehensive medical, dental, and vision insurance with Health Savings Account (HSA) contributions.
• 401(k) plan with company match contribution.
• Work from home reimbursement for remote roles.
• Professional development opportunities and various time-off programs.
• 11 company paid holidays.