Customer Sales Specialist Full Time

This role is a dynamic blend of customer service, insurance expertise, and inbound sales support within the personal lines or commercial lines space. You will act as a key point of contact for clients, helping them understand insurance coverages, policy changes, and available options tailored to their needs. The position involves high-volume customer interaction, requiring both responsiveness and precision in handling inquiries across multiple channels. You will play a critical role in ensuring accurate policy fulfillment while also identifying opportunities to improve customer experience and support revenue growth. Working in a fast-paced, remote environment, you will collaborate closely with internal teams and insurance carriers. This is an ideal opportunity for a detail-oriented professional who thrives in customer-facing, problem-solving roles within the insurance industry.

Accountabilities

• Manage daily inbound calls (approximately 30-50 per day) related to personal lines or commercial lines insurance policies
• Educate customers and prospects on policy coverages, changes, exclusions, and insurance needs in a clear and proactive manner
• Handle customer inquiries across phone, email, fax, and mail channels with speed, accuracy, and professionalism
• Support inbound sales and fulfillment activities while meeting service and performance targets
• Build and maintain strong relationships with customers, prospects, and insurance carriers
• Research market conditions and apply insurance knowledge to provide relevant recommendations and solutions
• Navigate and adapt to multiple carrier rating systems and agency management platforms
• Maintain a paperless workflow and ensure accurate data entry and documentation
• Identify process improvements and contribute to increasing operational efficiency and revenue opportunities
• Collaborate with team leads to resolve customer challenges and ensure high-quality service delivery

Requirements

• High school diploma or equivalent required
• 1-3+ years of experience in personal lines insurance OR 2+ years in commercial lines insurance
• Active Property & Casualty Insurance License required
• Strong understanding of insurance coverages, policies, and industry guidelines across multiple states
• Experience using agency management systems and electronic document management tools
• Excellent communication skills, both written and verbal, with strong customer service orientation
• High attention to detail with strong organizational and time management abilities
• Ability to multitask in a high-volume, fast-paced environment
• Proficiency with Microsoft Outlook, Excel, Word, Adobe, and carrier websites
• Strong analytical thinking, problem-solving mindset, and ability to work independently
• Reliable remote work setup, including required internet speed and wired Ethernet connection

Benefits

• Competitive compensation aligned with experience and licensing level
• Fully remote work opportunity within the United States
• Professional growth in the insurance and customer operations space
• Exposure to multiple insurance carriers and industry tools
• Structured and supportive team environment
• Opportunity to develop sales, customer service, and technical insurance expertise
• Stable workflow in an established global insurance services organization.

How Jobgether Works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role’s core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.