Licensed Customer Service Representative

PHLY

. Address customer needs and concerns via phone and email .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $43,000 - $46,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer service within the insurance industry, with a focus on underwriting, policy management, and compliance. Proficient in managing customer inquiries and maintaining accurate documentation while meeting service goals.

Highest-signal resume keywords

Active Property & Casualty LicenseCustomer Service ExperienceUnderwriting ExperienceStrong Communication SkillsProficient Computer Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

UnderwritingPolicy ManagementClaim SubmissionRisk EvaluationBilling ClarificationService Standards ComplianceNew Business ApplicationsInsurance SalesAttention to DetailMulti-Priority Management

Soft Skills

Problem-SolvingCritical ThinkingCollaborationSolutions-Focused ApproachOrganization

Tools & Technologies

DynamicsGenesysMicrosoft Applications

Certifications & Qualifications

High School DiplomaProperty & Casualty License

Industry Keywords

Insurance ServiceCustomer NeedsPolicyholdersAgentsBrokersEligibilityCoverageCancellationsNon-RenewalsHybrid Environment

About the role

Key responsibilities & impact

Address customer needs and concerns via phone and email
Respond to inquiries about eligibility and coverage
Make changes to in-force policies
Assist with claim submissions
Process cancellations and non-renewals
Clarify billing questions
Document customer interactions and update policy information
Handle inbound customer calls and outbound follow-up
Provide prompt, accurate, and friendly customer service
Evaluate risk and underwriting quality
Align premium with exposure and process transactions within established underwriting authority
Follow underwriting, compliance, and service standards
Complete new business applications for existing customers as needed
Meet established service and production goals
Build relationships with policyholders, agents, and brokers
Help customers resolve insurance and policy needs

Requirements

What you’ll need

High school diploma or equivalent
Active Property & Casualty (P&C) or Personal Lines insurance license in your state of residence
Previous experience in a customer-facing insurance service role
Associate or bachelor’s degree preferred
Underwriting and/or insurance sales experience preferred
Strong customer service and communication skills
Strong organization and attention to detail
Ability to manage multiple priorities in a fast-paced environment
Collaborative, solutions-focused approach with problem-solving and critical-thinking skills
Proficient computer skills
Experience with Dynamics, Genesys, and Microsoft applications nice to have
Experience working in a hybrid or remote environment preferred
Reliable high-speed internet
Availability for a full-time, 40-hour Monday–Friday schedule with an occasional rotating Saturday (approximately every 4–6 weeks)

Benefits

Comp & perks

Eligibility for overtime
Medical, dental and vision coverage
FSA/HSA options
Life insurance
Retirement benefits
Paid time off
Tuition reimbursement
Generous 401K match
Volunteer benefits
Paid vacation
Educational incentives
Family friendly benefits
Investment incentives
Opportunities for growth and internal career opportunities
Fully remote work option within the continental United States
In-office/hybrid work option from the Mount Laurel, NJ office