Customer Service Representative

AACI Group

. Triage the squad inbox and match every email and call to the right deal in the CRM .

Posted 11/7/2026full-timeRemote • United StatesJunior💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and effective communication abilities while managing customer interactions and deal preparation in a fast-paced environment. Proficient in utilizing CRM systems and AI-native tools to enhance workflow efficiency.

Highest-signal resume keywords

Customer Service ExperienceCRM ProficiencyOrganizational SkillsWritten CommunicationAI Tool Utilization

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Professional CommunicationOrganizational Skills

Tools & Technologies

CRMAI-Native Tools

Industry Keywords

Sales SupportOperationsInsurance Experience

About the role

Key responsibilities & impact

Triage the squad inbox and match every email and call to the right deal in the CRM
Make first contact on new deals and route each one to the right lane, following switch rules
Prepare deals for the Account Executive and Account Manager by collecting factual information, confirming property details and gathering required documents
Schedule calls and follow-ups
Chase pre-bind documents from clients
Keep every deal current in the CRM with a clear next action, owner and due date
Prepare manual quote requests and assemble the handoff package at bind
Answer the squad phone line and take a turn on the Intake rotation
Use AI-native tools to draft, log and organize work faster
Avoid discussing or interpreting coverage, recommending carriers, presenting or explaining quotes, or binding; licensed Account Executives and Account Managers own those conversations
Report to the VP of Operations and work day to day with the squad’s Account Executive

Requirements

What you’ll need

1+ years in customer service, sales support, operations or a similar role
Insurance experience is a plus, not a requirement
No insurance license required
Exceptionally organized, with a bias for clearing the queue and following through
Clear, professional written and phone communication
Comfortable working across email, phone, CRM and shared inboxes
Desire to embrace and incorporate advanced AI tooling into daily workflows
Interest in sales and in growing into a licensed role
Available to work California business hours (Pacific time)
Must be based within the U.S.

Benefits

Comp & perks

Health benefits
Paid time off
Growth opportunities within Five Bays and AACI Group
Path to Account Manager with licensing support