Insurance Customer Service Representative - DH/P4

💼 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

🌍 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.

📞 Client Communication & Frontline Support

🛠️ Policy Servicing & Endorsements

💳 Billing, Payments & Compliance

🔁 Renewal Tracking & Support

🗂️ Data Management & Documentation

• →📞 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

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

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? 🚀