Applied Epic Insurance CSR

Hiring: Full-time Insurance Customer Service Representative - Remote - $9,000 - $13,800/yr

About the Client
15+ Years of Excellence – A trusted name in the insurance industry with a legacy of exceptional service.
Diverse Insurance Solutions – From personal to business insurance, they cover it all.
People-First Approach – Clients and employees are at the heart of everything they do.
National Expansion – Backed by a top 50 insurance brokerage, bringing bigger opportunities.
Career Growth & Support – A team that invests in your success and professional development.

About WeAssist
Not your typical staffing firm—we connect skilled remote talent with top US businesses.
Founded by Reef Colman five years ago, WeAssist has grown into a 100+ strong team.
We care about people! Competitive benefits, career growth, and community involvement.
We give back—supporting education, homelessness, and social impact initiatives.
Join us and be part of a company that values you and your success.

Key Responsibilities of the Insurance Customer Service Representative
Invoicing & Financial Processing
Data Entry & Policy Management
Policy Changes & Client Updates

Why Are They Hiring an Insurance Customer Service Representative?
Our client is growing fast, and their expert advisors need to focus on building relationships and securing new business. Right now, they’re handling too many administrative tasks, from invoicing to data entry, and need a highly organized Insurance Customer Service Representative to take over.

They are looking for a detail-oriented professional with strong Applied Epic experience who can manage essential tasks efficiently. If you want to grow your career in the insurance industry, this is a great opportunity to make an impact.

Responsibilities of the Insurance Customer Service Representative:

Invoicing & Financial Processing:
Input and process receipts and invoicing forms in the Applied Epic system based on information provided by Client Advisors.
Ensure all financial data is accurate, identifying and reconciling any discrepancies before submission.
Forward completed invoicing details to the Financing Team for further processing.
Maintain meticulous records to ensure all transactions are correctly documented.

Data Entry & Policy Management:
Input policy-related data, including receipts, sales numbers, and client information, into the Applied Epic system.
Maintain accuracy and consistency in all entries, cross-checking financial data and policy details for errors.
Renew policies in the system for re-marketing, ensuring all necessary updates are made for quoting.
Update and renew policy information in the system, prepare forms for submission, and track key changes.
Manage vehicle and equipment schedules during renewals, cross-referencing Excel spreadsheets to ensure alignment before quoting.

Policy Changes & Client Updates:
Process policy modifications, such as adding new vehicles, equipment, or coverage updates requested by clients.
Ensure all policy adjustments are accurately reflected in the carrier’s system and internal records.
Prepare and send renewal update letters, keeping clients informed about policy changes and next steps.

Premium Financing (Growth Opportunity):
Assist in setting up premium financing agreements, ensuring accurate financial data entry and processing.
Support the team in managing payment structures and financing details, depending on experience level.

About the Client
Our client is a powerhouse in the insurance industry, delivering top-tier risk management and protection solutions for over 15 years. Specializing in both personal and business insurance, they have built a reputation for safeguarding what matters most—homes, businesses, and futures. With a strong foundation in customer service and a commitment to long-term relationships, they’ve expanded their reach by joining forces with a top 50 insurance brokerage.

Their mission is simple: to provide personalized, expert-driven insurance solutions while making every client feel like family. If you're looking for a company that values expertise, innovation, and strong community ties, this is the place to be.


Perks:
13th Month Bonus
Permanent remote setup
Health insurance
Dental insurance
Mental health insurance
Great starting salary
Growth opportunity
Performance-based raises
Prizes and bonuses
Job Details
Time:

Full-time; 8 AM - 5 PM PST Timezone
This is a remote position, giving you the flexibility to work from anywhere.
Miscellaneous:

Attire: Business casual when in meetings.
Professional setup required:
Clean background
Good camera
Good microphone
Strong internet connection
Tech Stack:

Applied Epic (Must-have)
MS Excel
MS Word
MS Outlook
Compensation:

Fixed Rate: $9,000 - $13,800/yr
If you’re detail-oriented, highly organized, and ready to take on a key support role in a growing insurance company, apply today!
To proceed, kindly fill in this application form: Upgrade to see actual infoeezy.hr/p/2d6e5da23dd4-insurance-csr

Once done, we will review your profile and will schedule you for an initial interview if qualified.

We prioritize those who follow instructions.