About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Insurance Technology (SaaS).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Confidential Client is hiring a Customer Care Specialist to support commercial insurance customers using a leading certificates-of-insurance (COI) SaaS platform. This fully remote role focuses on delivering timely, accurate customer support, training users, and ensuring compliance through effective certificate handling and system guidance.

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What You’ll Do

• Serve as a front-line resource for commercial customers—answer system access questions, verify information, and handle escalations.
• Upload and process Certificates of Insurance (COIs) into the platform accurately.
• Respond to and resolve support emails and maintain inbound/outbound phone communications.
• Track and document communications and case status to ensure accurate audit trails.
• Train and onboard customers and end users to promote correct software utilization and satisfaction.
• Provide timely solutions and follow up to confirm resolution.
• Meet personal and team productivity and customer-satisfaction goals.

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Who You Are / Requirements

• Commercial insurance experience (personal, health, or life insurance experience alone is not applicable).
• Experience working with Certificates of Insurance (entry-level COI review experience acceptable).
• 1+ years in a customer support role, preferably in insurance or SaaS.
• Comfortable working remotely and independently.
• Proficient with Microsoft Word and Excel.
• Proven ability to meet daily goals and metrics.
• Strong verbal and written communication skills.
• Effective multi-tasker with solid time-management and problem-resolution skills.
• Team-oriented and customer-focused mindset.

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Nice to Have

• Prior experience in insurtech, SaaS customer success, or certificate-tracking software platforms.
• Experience delivering remote training or onboarding sessions.

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Compensation & Benefits

• Competitive compensation package (Confidential Client provides a comprehensive benefits package).
• Benefits include medical, dental, vision, HSA, 401(k) with match, short-term disability, life insurance, paid time off, parental leave, and pet insurance.
• Opportunities for professional growth and learning within a rapidly expanding insurtech company.

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Location & Eligibility

• 100% remote within the United States. Candidates must be located in the U.S. to be considered.
• Travel: None required.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.