Full-Time Insurance Service Assistant
Budget: $2 – $8 USD
My independent auto & home insurance agency has reached the point where day-to-day client servicing needs a dedicated, full-time teammate. You will step in as the first point of contact once a policy is sold, keeping every client file current and every customer informed.
Daily work revolves around Agency Zoom, our CRM. I’ll give you one-on-one, screen-share sessions until you’re completely comfortable navigating policies, activities, and automations. From there, you’ll handle all routine touchpoints:
• Send and reply to client emails, texts, and the occasional phone call.
• Prepare and dispatch DocuSign packets for signatures.
• Upload photos, endorsements, and other documents to the correct client record.
• Issue and email proof of insurance cards or binders on request.
• Note every interaction inside Agency Zoom so our whole team stays synced.
Success looks like same-day turnaround on service requests, spotless documentation, and polite, professional communication that reflects our brand voice. If you’re organized, tech-savvy, and comfortable juggling email, SMS, and phone conversations, let’s talk soon.
Daily work revolves around Agency Zoom, our CRM. I’ll give you one-on-one, screen-share sessions until you’re completely comfortable navigating policies, activities, and automations. From there, you’ll handle all routine touchpoints:
• Send and reply to client emails, texts, and the occasional phone call.
• Prepare and dispatch DocuSign packets for signatures.
• Upload photos, endorsements, and other documents to the correct client record.
• Issue and email proof of insurance cards or binders on request.
• Note every interaction inside Agency Zoom so our whole team stays synced.
Success looks like same-day turnaround on service requests, spotless documentation, and polite, professional communication that reflects our brand voice. If you’re organized, tech-savvy, and comfortable juggling email, SMS, and phone conversations, let’s talk soon.