Policy Service Agent I

AIS Insurance

. Provide customer service to customers through inbound and outbound calls .

Posted 10/2/2026full-timeRemote • United StatesJuniorMid-Level💰 $40,519 - $70,777 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Property & Casualty Insurance with a strong focus on customer service, policy management, and underwriting processes. Proficient in analyzing customer needs and providing tailored insurance solutions while maintaining compliance with state-specific guidelines.

Highest-signal resume keywords

Active Resident General Lines Property & Casualty License2 Years Property & Casualty Insurance ExperienceCustomer Service SkillsKnowledge of Underwriting GuidelinesProficiency in Microsoft Applications

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Property & Casualty InsuranceUnderwriting ProtocolsPolicy ManagementRisk EvaluationInsurance QuotingBilling ResolutionApplication ProcessingCustomer Needs AnalysisTechnical SkillsMultitasking

Soft Skills

Strong Attention to DetailExcellent Organizational SkillsStrong Written Communication SkillsStrong Verbal Communication SkillsPersuasive Ability

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookInternal Computer Systems

Certifications & Qualifications

Active Resident General Lines Property & Casualty LicenseEligibility for Additional P&C Licenses

Industry Keywords

Customer ServiceInsurance PoliciesCross-SellingUp-SellingCall Center ExperienceMercury Insurance Group ExperienceState-Specific GuidelinesVirtual MeetingsBi-lingual (Spanish)Fast-Paced Environment

About the role

Key responsibilities & impact

Provide customer service to customers through inbound and outbound calls
Service and assist with existing Private Passenger Automobile, Homeowner, and Commercial policies
Complete applications and processes to address customer concerns and inquiries
Collect customer information, evaluate risks, and address individual insurance needs
Counsel customers on coverage and quote additional lines of business
Audit and follow up with customers on applications, open issues, and policy changes
Provide policy verification as needed
Service and maintain existing accounts by phone across multiple carriers and states
Quote, cross-sell, and up-sell insurance products
Handle policy inquiries and changes
Interact with Underwriters to answer questions and resolve complex underwriting policy issues
Resolve general billing inquiries and process basic payments
Complete assigned project work independently and in a timely manner

Requirements

What you’ll need

High School diploma or its equivalent
Active Resident General Lines Property & Casualty (P&C) license required
Must be eligible to obtain licensing in all states
Ability to obtain an appropriate P&C equivalent license in other Mercury states as required
2 years of directly-related Property & Casualty Insurance experience in a call center and/or customer service environment
Knowledge of customer service skills/customer-focused sales; strong persuasive ability required
Extensive knowledge of state-specific underwriting guidelines and Mercury’s underwriting protocols
Broad knowledge of Company policies and procedures
Proficiency in Microsoft applications (Word, Excel, Outlook, etc.) and internal computer systems and applications
Strong attention to detail and excellent organizational skills
Strong written and verbal communication skills
Strong technical skills
Strong customer service skills
Ability to work in a fast-paced environment, multitask, prioritize workflow, and organize communications
Ability to analyze customer needs, problem solve, and make sound business decisions
Dedicated, quiet workspace
High-speed internet via reliable provider
Ability to attend virtual meetings and training sessions
Bi-lingual (Spanish) preferred, but not required
Bachelor's degree a plus
Mercury Insurance Group experience a plus

Benefits

Comp & perks

Competitive compensation
Flexibility to work from anywhere in the United States for most positions
Paid time off (vacation time, sick time, 9 paid Company holidays, volunteer hours)
Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
Medical, dental, vision, life, and pet insurance
401 (k) retirement savings plan with company match
Engaging work environment
Promotional opportunities
Education assistance
Professional and personal development opportunities
Company recognition program
Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more