Customer Service Representative, Insurance Agency

Where you can make an impact:
Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing

Pull and send the documents customers need — certificates of insurance, declaration pages, proof of coverage

Support renewals by gathering updated customer information and coordinating with licensed agents

Partner with licensed agents on complex issues, and know when a question needs to be escalated

Keep records accurate and complete across our CRM, agency management system (AMS), and carrier platforms

Spot patterns in the problems customers bring you, and tell us about them — recurring issues are process problems we'd rather fix than absorb

Pitch in on general servicing and operational support as the team grows

Your experience:
1–3 years in customer service, sales, or an insurance-related role

A high school diploma or equivalent

Clear, professional communication — the kind where a customer hangs up knowing what happens next

Comfort juggling several systems and priorities at once without losing the thread

Good judgment about what you can solve and what needs to go to a licensed agent

Attention to detail, and enough patience for process-driven work in an environment that's still changing

Preferred Qualifications:

An active Property & Casualty (P&C) license

Experience with CRM tools, AMS platforms, or carrier systems

Prior work in insurance servicing or an agency environment

Where:
This role will be remote (based in the U.S.).

We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

The standard schedule is Monday through Friday, 9:00 a.m. – 5:30 p.m. The team has a strong preference for this hire to work PST hours.

You’ll collaborate using tools such as Google Workspace, Zoom, and Slack, and spend the majority of your time working on a company-provided laptop.

What we offer:
Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

Industry-leading medical, dental, and vision health care plans for employees and their dependents

Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown

New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

Mental health support

Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests

Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)

Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

Have Some Fun! (Nerds are fun, too)

Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities

Hackathons and team events across all teams and departments

Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction

Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match