Insurance CSR at WeAssist.io

Hiring: Full-time Insurance Customer Service Representative - Remote - $9,600 - $14,400/yr

🚀 About the Client 🚀

💼 Masters of Insurance – Independent insurance agency with 10+ years of success, serving contractors and SMBs
🛡️ Commercial Insurance Experts – Focused on commercial lines, renewals, and compliance-heavy servicing
🌎 Licensed Across the West – Serving CA, AZ, NV, TX, and more, with a $3M+ operation and clear plans to scale
🤝 Lean Team, Strong Synergy – 100% remote crew built on trust, communication, and mutual support
🚀 Culture of Care & Pride – Growth-focused, people-first, and passionate about doing great work every day

🌟 About WeAssist 💡

🌍 Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families.
⚡ Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles.
🌎 Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses.
❤️ Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference.
🤝 An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don’t just work—they grow.

⚒️ Key Responsibilities of the Insurance CSR 📝

📞 Client Communication & Frontline Support

🛠️ Policy Servicing & Endorsements

💳 Billing, Payments & Compliance

🔁 Renewal Tracking & Support

🗂️ Data Management & Documentation

Additional Information:

Review this Doc first!

How to Prepare for the Recruiting Process -

• https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.gt6n5ybw2ujb

📢 Why Are They Hiring an Insurance Customer Service Representative?

Our client is on a mission to bring calm to the chaos of commercial insurance—and they need a rockstar Customer Service Representative to help make that happen. As their client base grows, so does the need for someone who can keep everything organized and on track: answering calls, replying to emails, processing billing and certificates, managing policy updates, and making sure renewals don’t slip through the cracks. The team is lean, experienced, and high-performing—but they’re ready to hand off the operational load so they can stay focused on what matters.

This is your chance to be the backbone of the operation—bringing order, accuracy, and a personal touch to a team that truly values great service. If you thrive in fast-paced environments and love being the calm in the storm, this is where you belong. 🚀

✅Qualifications

• Strong working knowledge of insurance operations, particularly in commercial lines
• Familiarity with insurance terminology, policy documents, and servicing workflows
• Excellent communication skills—both written and verbal—with the ability to handle client interactions professionally
• Strong attention to detail, organizational skills, and the ability to prioritize in a fast-paced environment
• Experience or exposure to construction or contractor insurance is a HUGE plus!
• Ideally using Apple products (Mac, iPhone) and are fluent in tools like Numbers, Pages, and iMessage for seamless collaboration.

Responsibilities of the Insurance Customer Service Representative:

Your responsibilities include:

• 📞 Client Communication & Frontline Support
  • Serve as the first point of contact by answering inbound calls on the agency's main line; this may also include making outbound follow-up calls when necessary
  • Handle approximately 17–20 phone calls per day, ranging from quickinquiries to more in-depth conversations
  • Monitor and manage the shared service inbox, which is color-coded and collaboratively used by multiple team members
  • Triage, flag, and forward incoming emails appropriately; long-term expectation is for the Insurance CSR to assess incoming correspondence, identify required actions, and assign or tag tasks independently
  • Draft and send welcome emails to new clients
  • Retrieve and forward necessary documents from insurance carriers to internal service staff
  • Respond to client requests for Certificates of Insurance (COIs), additional insured endorsements, and proofs of insurance, ensuring accuracy and compliance

• 🛠️ Policy Servicing & Endorsements
  • Process a wide range of policy changes, including updates to addresses, names, business entities, or ownership structures
  • Submit, track, and follow up on endorsements and miscellaneous changes, working closely with carriers and internal stakeholders
  • Request and issue required auto filings as needed for commercial clients
  • Manage Commercial Auto Policies:
    • Manage updates to commercial auto policies, including the addition or removal of drivers and vehicles.
    • Ensure all vehicle schedules are updated accurately in Veruna

• 💳 Billing, Payments & Compliance
  • Accept and process direct bill payments with the highest level of discretion, compliance, and data security
  • Maintain accurate logs of all financial transactions in the CRM and related systems
  • Generate and send invoices via email and DocuSign one to two times per week
  • Manage and process renewal invoices, confirmations, and direct bill (DB) cancellations
  • Maintain organized logs for login credentials, endorsements, renewals, and cancellations

• 🔁 Renewal Tracking & Support
  • Track and monitor upcoming renewals, particularly for direct bill or automatic policy renewals.
  • Record and update renewal details—including effective dates and premiums—into the CRM system
  • Upload and organize renewal documents (e.g., declarations pages, binders, ID cards) into both Veruna and Google Drive
  • Communicate renewal statuses to clients and support retention efforts through proactive follow-ups
  • Update certificate templates, contractor license boards (e.g., for Workers’ Comp policies), and internal spreadsheets to reflect current policy information
  • Coordinate with carriers such as Guard, Progressive, and Mercury to obtain renewal documents and ensure completeness of files.

• 🗂️ Data Management & Documentation
  • Collect and consolidate data from multiple insurance policies for processing and documentation
  • Upload endorsements and supporting documents into Veruna and Google Drive with precision and consistency
  • Regularly clean up and organize folders by archiving outdated certificates and ensuring file structures are up to date
  • Assist in the creation, maintenance, and refinement of internal Standard Operating Procedures (SOPs) related to service and policy workflows

🏡 Want to Know More About the Client?

Our client is a modern-day trailblazer in the world of commercial insurance, serving contractors and small-to-medium businesses for over a decade across California, Arizona, Nevada, Texas, and beyond. With a laser-sharp focus on compliance, renewals, and risk management, they’ve built their reputation on delivering boutique-style service with big-league results. From the high-stakes world of construction coverage to personalized risk consultancy, this lean, powerhouse agency brings clarity and confidence to its clients' insurance decisions.

Their mission? To simplify the complex, protect what matters, and scale smartly—without ever losing their human touch. Their remote team is tight-knit, upbeat, and motivated by one simple rule: take care of the customer, take care of each other, and take pride in your day’s work. 🌟

Culture and Core Values:

This team thrives on synergy, communication, and shared pride in their work—no egos, just great energy and high standards. Despite working remotely, they operate like a well-oiled machine: collaborative, dependable, and deeply focused on doing things right.

Together, these values build the foundation for a team that shows up with heart, hustle, and a mindset for continuous growth. 💯


What’s in it for you? 😏

Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• 🚀 Room to grow — more responsibility and incentives as the company scales
• 🎯 Impact that matters – Be the reason clients stay calm, loyal, and covered
• 🧠 Sharpen your skills daily – Exposure to renewals, compliance, billing, and more
• 📚 Playbook in progress? Help write it – Bring your ideas to life as systems evolve
• 🤝 Team-first culture – Work with people who actually like working together
• 🗣️ Communication is queen – Speak up, be heard, and contribute to real decisions
• 🌟 Pride in your work, every day – End each shift knowing you made a difference
• 🏠 Remote flexibility – Work from anywhere, stay connected everywhere
• 👯 No lone wolves – Collaborate with upbeat, communicative, and supportive teammates

Your next big opportunity starts here—ready to take the leap? 🚀

Perks:

• 13th Month Bonus (Wild right?! 🤯)
• Permanent work-from-home / remote set-up 🌴
• Health insurance 👨‍⚕️
• Dental insurance 🪥
• Mental health insurance 🧠
• Great starting salary 💰
• Growth opportunity 📈
• Performance-based raises 💸
• Prizes and bonuses 🏆

Specifics:

• Time
  • Full-time; 8 AM - 5 PM PST Timezone
  • This is a remote position so you can have the freedom to work from anywhere

• Miscellaneous
  • Attire - business casual when in meetings
  • Professional setup (Pains me I need to write this down… 👀)
    • Clean background
    • Good camera
    • Good microphone
    • Strong wifi

• Tech Stack
  • CRM Systems: Experience with any commercial insurance CRM (currently using Veruna, with plans to transition to a new platform soon)
  • Communication & File Sharing: iMessage, Numbers, Pages (preferred); flexibility to handle file compatibility across systems
  • Productivity Tools: G-Suite (Gmail, Google Drive, Docs, Sheets, Calendar)
  • e-Signatures: DocuSign or similar tools
  • Project Tracking: Familiarity with spreadsheets and internal logging systems for tracking payments, endorsements, and renewals
  • System Requirements:
    • Ideally an Apple user —their team often works with iMessage, Numbers, and Pages, and Mac compatibility makes daily work and file sharing smoother. If you’re on Windows, no problem—just show us you can find smart, reliable workarounds.
      
      
• Compensation
  • Fixed Rate $9,600 - $14,400/yr