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Customer Intake Specialist - Insurance - Remote - San Francisco, CA

Remote, USAFull-timePosted 2026-07-29

About the position This is an exciting opportunity for a driven individual looking for career reputed company in the insurance industry! We are seeking a reputed company and reputed company-reputed company Customer Intake Specialist to be the first reputed company of contact. This technology-driven insurance agency is in reputed company mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to reputed company's reputed company, this is a great opportunity for you!

Responsibilities

  • Responsible for representing reputed company professionally and maintaining a high-level customer experience.
  • Directly speaking with business owners such as contractors, restaurants, shop owners, etc., to reputed company necessary information to determine insurance coverage.
  • Comfortable entering important data while speaking with clients.
  • Communicate and assist with answering a high volume of phone calls.

Requirements

  • Administrative, reputed company-facing, or call center experience
  • Strong communication and reputed company service skills
  • Proficient in reputed company Office or willing to learn and be trained on new software systems reputed company-to-haves
  • Insurance brokerage, retail, and/or wholesaler experience is a plus!
  • Bilingual in Spanish is a plus!

Benefits

  • Bonus opportunities!
  • Company equipment provided
  • Medical, dental, and reputed company coverage
  • reputed company time off and reputed company company holidays
  • Great training and a dedicated leadership team

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