NerdWalletRemote
Customer Service Representative (CSR)
United States
Full-time
1 week ago
H1B Sponsor Likely
Key skills
Customer service orientationProperty & Casualty insurance licenseCRM tools proficiencyInsurance servicing experienceBilingual proficiencyClear communication skillsProblem-solving skillsAttention to detailCCRMCommunicationSales
About this role
NerdWallet is on a mission to bring clarity to all of life’s financial decisions, and they are seeking a Customer Service Representative to deliver high-quality post-sale service and operational support. This role involves resolving customer inquiries, managing service requests, and maintaining accurate records to enhance customer satisfaction and operational efficiency.
Responsibilities:
- Resolve customer inquiries related to policies, endorsements, renewals, and general servicing needs
- Manage inbound service requests via phone and email with timely, accurate, and professional responses
- Assist customers with insurance documentation, including certificates of insurance, declaration pages, and proof of coverage
- Support policy renewals by gathering updated customer information and coordinating with licensed agents
- Partner closely with licensed agents to address customer issues and appropriately escalate complex or licensed matters
- Maintain accurate and complete records in CRM, agency management systems (AMS), and carrier platforms to ensure compliance and data integrity
- Identify recurring service issues or trends and share insights to support process improvements and enhance the customer experience
- Provide general administrative and operational support related to insurance servicing as needed
Requirements:
- Strong customer service orientation with sound judgment and attention to detail
- Clear, professional verbal and written communication skills
- Ability to manage multiple priorities while navigating several systems simultaneously
- Comfort working in a structured, process-driven environment with the ability to adapt to change
- Basic problem-solving skills and an understanding of when to escalate issues
- High school diploma or equivalent
- 1–3 years of experience in customer service, sales, or insurance-related roles (0–2 years typical)
- No insurance license required at time of hire
- Active Property & Casualty (P&C) insurance license
- Bilingual language proficiency
- Experience using CRM tools, AMS platforms, or insurance carrier systems
- Prior experience in insurance servicing or agency environments