Overview
Our client is looking for a detail-oriented Policy Services Representative to support insurance policy servicing and administrative client requests. In this role, you will manage commercial insurance policy endorsements, generate certificates of insurance, and maintain accurate records within agency management systems. Supporting a US-based insurance brokerage specializing in high-stakes sectors like transportation and healthcare, you will play a key role in handling back-office processing and client communication.

Schedule: Mon-Fri 8am-4:30pm PST | with 30minutes unpaid break (40 work hours per week)

Responsibilities

• Policy Endorsements: Execute requests to add or remove vehicles and drivers from existing commercial policies.
• Certificate Management: Generate and distribute Certificates of Insurance (COI) to clients and third-party holders.
• System Administration: Maintain accurate records within HawkSoft or EZLynx AMS.
• Communication: Manage the client inbox, responding to service requests and coordinating with AI-routing systems to prioritize tasks.
• Niche Support: Process specialized manual tasks for transportation and healthcare insurance sectors.

Requirements

• Minimum 2 years of experience in Commercial Insurance (US-based experience preferred).
• Hands-on experience using HawkSoft, EZLynx, or a similar Agency Management System.
• Professional fluency in English (written and verbal). Bilingual Spanish proficiency is highly valued.
• Prior exposure to transportation or healthcare insurance certificates and filings.

Independent Contractor Perks

Permanent work from home
Immediate hiring
Health insurance for eligible locations

Note
Please click the "APPLY" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.