This position is currently remote. However, due to business and operational needs, the role may transition to an in-office position in the future. By applying, candidates acknowledge and agree that they may be required to work on-site or in a hybrid role if the company determines it is necessary.
Position Overview
Molina Insurance Group is seeking a detail-oriented, proactive, and customer-focused Commercial Customer Service Representative (Renewals) to support the commercial insurance team throughout the policy renewal process. This role is primarily focused on outbound communication with clients to review policy information, verify account details, and assist in ensuring a smooth and timely renewal experience.
The ideal candidate has previous customer service experience, excellent communication and writing skills, strong attention to detail, and a genuine interest in learning about the commercial insurance industry.
Key Responsibilities
- Contact commercial clients primarily through outbound calls to review upcoming policy renewals.
- Verify and update client and policy information to ensure records remain accurate and complete.
- Review client policies for accuracy prior to the renewal process.
- Communicate with clients to gather any missing or updated information required for renewals.
- Review carrier portals to obtain policy information, renewal documents, and updates.
- Maintain clear, accurate, and detailed documentation of all client interactions within the CRM system.
- Process policy change requests (endorsements) when applicable.
- Assist with policy review and distribution to clients.
- Support the Account Manager with renewal-related administrative tasks.
- Respond to client questions regarding policy coverage, renewal timelines, and required documentation.
- Provide professional customer service while maintaining positive relationships with prospective, current, and former clients.
- Assist with inbound calls when business needs require additional support.
- Coordinate inspections or additional documentation requests when needed.
- Manage appointment scheduling and follow-up communications using Google Calendar.
- Participate in recurring team meetings and complete assigned follow-up tasks.
- Maintain confidentiality and uphold the highest ethical standards in handling client information.
- Perform accurate data entry and maintain organized electronic records.
Qualifications
- Bachelor's degree in Business Administration, Finance, or a related field is preferred but not required.
- Previous experience in Customer Service is required; experience within the insurance industry is a plus.
- Strong interest and willingness to learn about commercial insurance products and processes.
- Excellent verbal and written communication skills.
- Strong writing and note-taking abilities with attention to detail.
- Ability to organize, prioritize, and manage multiple tasks effectively.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Experience using CRM systems is preferred.
- Familiarity with Google Calendar is a plus.
Job Skills & Abilities
- Bilingual proficiency in English and Spanish is required.
- Excellent interpersonal and communication skills.
- Strong attention to detail and organizational abilities.
- Ability to work in a fast-paced, changing environment while managing competing priorities.
- Professional demeanor and customer-focused mindset.
- Comfortable making outbound calls and building rapport with clients.
- Ability to review and navigate insurance carrier portals efficiently.
- Strong documentation skills with accurate and professional written communication.
- Positive attitude, initiative, and eagerness to continuously learn and develop within the insurance industry.
Job Type: Full-time
Pay: From $20,000.00 per month
Application Question(s):
- Please describe your customer service experience. Include the industries you have worked in, your main responsibilities, and how many years of experience you have.
- Do you have experience making outbound calls to customers or clients? If yes, please describe your experience, including the purpose of the calls and your main responsibilities.
- Please describe any experience you have working with insurance, financial services, or other industries that required reviewing customer information or documentation.
Work Location: Remote
