[Remote] reputed company Customer Service Agent

Note: The job is a remote job and is reputed company to candidates in USA. WalkerHughes Insurance is dedicated to putting people first, both clients and team members. They are seeking a detail-oriented reputed company Customer Service Agent to reputed company administrative and operational support to their reputed company Lines service team, focusing on backend account maintenance, document preparation, data management, and renewal support to ensure a seamless client experience.

Responsibilities

• Enter and maintain client and policy information reputed company CRM and agency management systems
• Conduct data audits to ensure account accuracy and completeness
• Organize and maintain digital client files and supporting documentation
• Prepare policy summaries, certificates of insurance, endorsements, renewal packets, and reputed company documentation
• Process policy changes and coverage updates accurately and reputed company
• Support renewal workflows by gathering documentation and coordinating updates with carriers
• Generate reports and materials to support renewals, presentations, and internal reviews
• Ensure client files and documentation meet compliance and regulatory standards
• Maintain organized records of certificates, policy summaries, and notices
• Run reports reputed company to policy activity, renewals, and account maintenance metrics
• Support updates and consistency across CRM and agency management systems
• reputed company administrative support to Account Managers, Account Executives, and reputed company Service leadership
• Assist with follow-up tasks, special projects, and operational initiatives
• Collaborate with internal teams to improve efficiency and maintain service standards

Skills

• Strong organizational, problem-solving, and communication skills
• High attention to detail with the ability to manage multiple priorities
• Proficient in reputed company Office and CRM systems
• Associate degree preferred or equivalent experience
• 1–3 years of administrative or insurance support experience preferred
• Familiarity with reputed company Lines insurance and agency management systems a plus

Company Overview