Insurance Specialist CSR
angela adams consultingNew York (NY)
About the role
Insurance SpecialistAngela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back-office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.
Insurance Specialists provide remote CSR services in both commercial and personal lines to agency clients. This role is essential to ensuring agencies receive accurate, timely, and professional support in managing their daily service needs. By upholding the high standards set forth by Angela Adams Consulting Services, Inc., Insurance Specialists help agencies operate more efficiently, enhance client satisfaction, and maintain compliance with industry's best practices. The position requires strong technical expertise, attention to detail, and a client-focused approach to deliver reliable, high-quality service.
Core Responsibilities:
Ensure we are meeting contractual obligations to clients including time worked
Communicate regularly, proactively, and effectively with Leadership, internal staff, and clients
Verify that client work has been completed accurately and in a timely manner
Maintain strict client confidentiality
Accurate timekeeping of both billable and non-billable work
Identify additional client needs, and offer solution-based services
Success in this role looks like
Success in the Insurance Specialist role means being a trusted, highly accurate remote Insurance Specialist CSR who enables agency clients to operate smoothly, compliantly, and efficiently—while consistently meeting Angela Adams Consulting's quality, time, and service standards.
Benefits:
Paid time off
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) plan with matching
Other voluntary benefits
Requirements:
Minimum one year of independent insurance experience
Experience with Vertafore agency management systems (preferred)
Insurance P&C License strongly preferred
Strong Knowledge of insurance coverage and service procedures.
Highly organized with attention to detail and ability to manage multiple accounts.
Proficient in agency management systems and Microsoft Office applications.
Required license or certification:
P&C License preferred
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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