Remote Jobs 2022 – Customer Success & Insurance Specialist

Freelance Remote Jobs
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Website VisitorsCoverage Inc

  • Description

Come join one of Silicon Valley’s most successful and thriving InsurTech companies! We are looking for part-time employees to join our growing customer service team.


  • What We Do as traveling insurance company:

Imagine a place where buying travel insurance is as easy as ordering an item from Amazon. You knew exactly what the benefits are and what each word on the coverage document meant.

You are able to zip through the checkout process without having to read the fine print. We are obsessed with simplifying Travel Insurance! We wake up every day thinking of new ways to further simplify travel insurance and meet the same expectations that users have from their online retailers, delivery or streaming companies.

We are a group of people who counter the thought that insurance is boring and love the challenge of delighting our users at every step of their decision-making process.


  • Insurance Specialist Job Summary:

We are looking for responsible and dynamic individuals who have the ability to handle inbound customer calls and provide customer service such as, but not limited to helping customers over the phone, navigating products on our website, closing sales, conducting inside sales, responding promptly to customer emails and inquiries, and handle customer queries in a courteous and professional manner.

This is a PART-TIME ENTRY LEVEL position. We are located in Santa Clara and are looking for local candidates. Telecommuting is allowed unless otherwise specified. Depending on the individual’s performance results, dedication, and hard work, the position may be converted into full-time.

This opportunity would be a great fit for college students or recent graduates looking to give a head start to career growth. GREAT Compensation package with above-market pay.


  • Required Skills for Insurance Specialist

  1. Excellent telephone and customer service skills
  2. Strong written and verbal communication skills
  3. Multilingual in Spanish or Mandarin is a plus
  4. Must be punctual, organized, resourceful, and able to multi-task
  5. Must possess basic computer skills; proficiency with internet navigation, MS Office, and emails
  6. Minimum high school diploma required
  7. California accidental, life, and health insurance licensed agents preferred


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  • Responsibilities of Insurance Specialist:
  1. Promptly attend to customer calls, emails, WhatsApp messages, and chats; collaborate with the team to ensure no tickets are missed
  2. Identify and analyze customer needs; guide and lead customers to appropriate products and services
  3. Clearly document and log customer details through all forms of communication
  4. Use CRM technology successfully to keep customer records and capture customer feedback; discuss existing opportunities and challenges when presented
  5. Provide professional, accurate, and friendly customer service in relation to our products
  6. Establish client relationships and follow up with customers as required
  7. Create solutions for customers and ensure a smooth sales process to close sales
  8. Provide key information regarding customer trends to other departments as needed
  9. Conduct relevant online research when needed; multi-task simple projects in collaboration with other departments


  • Qualifications of Insurance Specialist
  1. Any experience in a call centre or telephone customer support is a plus.
  2. Must be flexible with hourly-based scheduling and available to work on weekends.
  3. Must be legally authorized to work in the U.S. NO visa sponsorship will be offered.


*Hired candidates will require obtaining a specialized license that the company will pay and provide training for.


  • Benefits & Perks of working as Insurance Specialist
  1. 100% company paid individual medical, dental, & vision insurance coverage
  2. Pet insurance
  3. 401(k) retirement plan
  4. Paid time off for annual charity or volunteer work
  5. Generous paid vacation and sick days
  6. Fitness/Wellness gym stipend
  7. Great work-life balance


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  • About Us

We’re an insurance technology company revolutionizing the way travellers search for, compare, purchase and manage their travel insurance. Located in the heart of Silicon Valley, we’re disrupting the global travel insurance industry by innovating user-centric tech tools and resources to help global travellers get the best travel insurance coverage available.

Guided by the ever-changing needs of our customers, we’ve innovated patented decision-making tools and resources to assist travellers worldwide. Our obsession with innovation and dedication to offering the highest quality coverage options and service positions us as one of the most trusted brands for global travel insurance.


  • Our Vision as Insurance Tech

Our vision is to become the most valuable travel partner in every person’s journey.


  • Our Mission as Insurance Tech

We go above and beyond just providing travel insurance. Our mission is to educate every traveller in the world about the importance of travel insurance and help provide a safer and stress-free travel experience.