Insurance Customer Service Specialist
Location: Remote – Peru
Work Arrangement: Fully Remote (Telecommute)
Employment Type: Employee | Full-Time
Number of Openings: 1 Position
Industry: Insurance / Professional Services
Compensation: $800–$1,200 USD per month
Insurance License: Not Required
Start Date: November 2
About The Company
Our client is an established independent insurance agency with over 17 years of experience serving individuals and businesses.
The agency provides insurance-related services and ongoing policy support, helping customers navigate their insurance needs, manage policy information, and receive assistance with routine service requests.
With a strong emphasis on dependable service, professional communication, and customer relationships, the company is seeking an organized and customer-focused professional to support its insurance service operations.
About The Role
We are looking for a dependable and detail-oriented Insurance Customer Service Specialist to support the daily customer service and administrative operations of an independent insurance agency.
In this role, you will assist customers with billing inquiries, payments, policy documentation, renewals, claims intake, and general insurance service requests.
You will communicate with customers and insurance carriers, maintain accurate records, follow up on pending requests, and ensure that customer needs are addressed professionally and efficiently.
This opportunity is idóneo for someone with strong customer service, communication, and administrative skills who enjoys helping people, staying organized, and managing multiple responsibilities.
Previous insurance experience is a plus but is not required.
No insurance license is needed for this position.
What You'll Do
Customer Service & Communication
Answer incoming customer calls and emails professionally
Assist customers with general insurance service questions
Provide support with billing inquiries, payments, and policy documents
Maintain clear and professional communication with customers
Ensure customer requests receive timely and reliable follow-up
Policy Administration & Documentation
Gather information needed for policy changes and renewals
Assist with preparing and providing routine insurance documents, including:
Insurance ID cards




Certificates of Insurance (COIs)
Loss runs
Other routine policy documents
Maintain accurate customer and policy records
Document customer requests and relevant service activities
Follow up on missing information and outstanding documentation
Insurance Carrier Coordination
Communicate with insurance carriers regarding pending service requests
Follow up on outstanding policy-related matters
Assist with claims intake and carrier communication
Track pending requests and ensure appropriate follow-through
Help coordinate information between customers, carriers, and internal team members
Policy Follow-Up & Service Support
Follow up on policy cancellations, underwriting requests, and missing information
Help ensure routine administrative requests are completed accurately
Maintain organized records of customer and carrier interactions
Refer coverage questions and insurance recommendations to appropriately licensed team members
Support the insurance service team with daily administrative activities
What We're Looking For
Required Qualifications
Excellent customer service and communication skills
Strong organizational abilities and attention to detail
Dependable follow-through and commitment to completing assigned tasks
Comfortable using computers and learning new systems
Ability to manage multiple tasks and customer requests simultaneously
Professional, positive, and customer-focused attitude
Ability to maintain accurate records and document interactions clearly
Ability to communicate professionally with customers, insurance carriers, and internal team members
Preferred Qualifications
Previous experience in customer service or administrative support
Experience working in an insurance agency or insurance-related environment
Familiarity with insurance policies, billing, renewals, or customer service documentation
Experience handling customer calls and emails




Bilingual English/Spanish communication skills are highly preferred
Important: An insurance license is not required, and previous insurance experience is not mandatory.
Candidate Evaluation Considerations
Customer service and professional communication skills
Ability to handle customer calls and emails
Organization and attention to detail
Reliability and follow-through on pending requests
Ability to manage multiple administrative responsibilities
Accuracy in documentation and recordkeeping
Comfort learning new computer systems
Previous insurance or administrative experience, when applicable
Bilingual English/Spanish communication skills
Success Is Measured
Customer inquiries are handled professionally and efficiently
Billing, policy documentation, and general service requests receive timely attention
Customer and carrier interactions are accurately documented
Pending requests, renewals, cancellations, and underwriting matters receive consistent follow-up
Customer records remain accurate and organized
Claims intake and carrier communications are supported effectively
Coverage questions and recommendations are appropriately referred to licensed team members
The service team receives dependable administrative and customer support
Why Join Us?
100% remote opportunity
Join an established independent insurance agency with over 17 years of experience
Gain exposure to insurance customer service and policy administration
Work with a variety of customer requests and insurance-related processes
Develop experience communicating with customers and insurance carriers
Contribute directly to a team focused on dependable customer service and strong customer relationships
No insurance license required
Important Notes
This is a customer service and administrative support role, not a licensed insurance sales or advisory position
Candidates are not required to hold an insurance license
Previous insurance experience is beneficial but not mandatory
Bilingual English/Spanish skills are highly preferred
The role requires strong organization, reliable follow-through, and professional customer communication
Insurance coverage questions and recommendations must be referred to licensed team members
This is a fully remote (telecommute) position.
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📌 Insurance Customer Service Specialist (Córdoba)
🏢 Entrepreneur Cooperative
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