Note: The job is a remote job and is open to candidates in USA. ROCS Grad Staffing is a specialized insurance operation seeking a Customer Service Coordinator. The role involves serving as a point of contact for clients, managing inquiries, and supporting account management in a fully remote environment.
Responsibilities
- Serve as a responsive, professional point of contact for a dedicated client base
- Handle inbound inquiries via phone and email with urgency, accuracy, and warmth
- Proactively reach out to clients regarding coverage updates, document requests, and policy milestones throughout the year
- Process certificates of insurance, endorsements, and other routine policy transactions with strong attention to detail
- Maintain accurate client records and activity logs within the agency management system
- Track open items and follow-up tasks to ensure nothing falls through the cracks
- Support Account Managers in preparing renewal packages and coverage summaries
- Coordinate with carriers and underwriters to resolve service issues efficiently
- Participate in regular team standups and contribute to a collaborative service environment
- Travel occasionally for team meetings and initial onboarding
Skills
- 2+ years of customer service experience in a professional, high-touch environment
- Exceptional written and verbal communication skills; able to communicate clearly and confidently
- Proven ability to manage multiple priorities and client relationships simultaneously
- Experience with CRM or client management software; comfortable learning new platforms quickly
- Strong service mindset with the ability to anticipate client needs proactively
- Previous experience in professional services, financial services, or other client-facing industries is a plus
- Familiarity with insurance terminology or agency operations is preferred but not required
Benefits
- Full training and will cover all costs for your pre-licensing education and exam as you earn your Property & Casualty license
- Work in a fully remote environment
- Direct access to senior leadership
Company Overview