Usery Insurance Agency
Service Assist Agent
Full Time • Fully Remote - US
Responsive recruiter
Replies within 24 hours
Benefits:
- Bonus based on performance
- Competitive salary
- Training & development
Job Summary:
The Service Assist Agent provides vital support to the Client Account Managers (CAMs) by handling the day-to-day service and administrative tasks that keep our agency running smoothly. This role is focused on accuracy, responsiveness, and proactive client care—ensuring clients experience world-class service at every touchpoint. While CAMs lead policy reviews and serve as trusted advisors, Service Assist Agents execute the operational tasks that maintain satisfaction, retention, and agency growth.
Key Responsibilities
The Service Assist Agent provides vital support to the Client Account Managers (CAMs) by handling the day-to-day service and administrative tasks that keep our agency running smoothly. This role is focused on accuracy, responsiveness, and proactive client care—ensuring clients experience world-class service at every touchpoint. While CAMs lead policy reviews and serve as trusted advisors, Service Assist Agents execute the operational tasks that maintain satisfaction, retention, and agency growth.
Key Responsibilities
- New Client Onboarding: Assist with setup of new accounts, ensuring smooth transitions and first impressions.
- Billing & Payments: Manage billing inquiries, payment processing, and follow-ups with accuracy and professionalism.
- Policy Changes: Process endorsements, cancellations, reinstatements, and updates to existing policies.
- Cross-Selling & Lead Generation: Identify opportunities during client interactions and pass qualified leads to CAMs or Sales Agents.
- Documentation & Compliance: Maintain precise records in agency systems, ensuring compliance with industry and agency standards.
- Client Communication: Provide timely, friendly, and professional responses to everyday client needs (within same business day or 24-hour window).
- Team Collaboration: Work closely with CAMs and Sales Agents to ensure agency goals are met.
Requirements
- Active Property & Casualty License (or willingness to obtain).
- Prior customer service or administrative experience (insurance preferred).
- Strong organizational and multitasking abilities.
- Excellent written and verbal communication skills.
- Tech-savvy, with comfort in CRM and insurance management systems.
- Detail-oriented and process-driven, with a proactive mindset.
Expectations
- Responsiveness: Handle all service requests by close of business (exceptions resolved within 24 hours).
- Accuracy: Ensure documentation and transactions are correct and compliant.
- Supportive Excellence: Relieve CAMs of administrative tasks so they can focus on policy reviews and client relationships.
- Cross-Selling Awareness: Recognize opportunities and hand off appropriately.
- Hospitality-Driven Service: Embody the agency’s values of honesty, empathy, and hospitality in every client interaction.
This is a remote position.
Compensation: $19.00 - $22.00 per hour
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)