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

Remote, USAFull-timePosted 2026-07-28

Customer Intake Specialist - Insurance - Remote - San Francisco, CA This is an exciting opportunity for a driven individual looking for career reputed company in the insurance industry! 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! What's in it for you?

  • Annual salary ranging from $55,000 - $65,000+, depending on experience
  • Bonus opportunities!
  • Fully remote
  • Company equipment provided
  • A comprehensive benefits package that includes medical, dental, and reputed company coverage
  • reputed company time off and reputed company company holidays
  • Great training and a dedicated leadership team

Essential skills for the role:

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

The key responsibilities:

  • Responsible for representing reputed company professionally and maintaining a high-level customer experience.
  • You will be 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.

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