Senior Insurance Customer Service Representative(CSR) - Personal Lines

Schedule: US Business Hours (Pacific Standard Time / PST) 9am to 5:30pm and 10am to 1pm on some Saturdays
Required Qualifications
• Experience: Strictly 4 to 6 years of direct experience working as a CSR for a US-based Personal Lines
independent or captive insurance agency.
• Industry Knowledge: Expert-level knowledge of US personal lines insurance products, industry terminology,
coverages, and policy structures.
• Communication: Exceptional verbal and written English communication skills; completely comfortable speaking
with high-end American clientele.
• Tech Savvy: Proficiency using standard insurance agency management systems, carrier portals (Farmers
experience is a major plus), and communication platforms.
• Work Ethic: Highly organized, proactive, and capable of prioritizing tasks under minimal supervision in a
fast-paced environment.

About Our Agency
David Nunez Insurance Agency, Inc. is a premier, high-volume Farmers Insurance agency with over 35 years of
trusted service in Burbank, California. We manage a robust portfolio of over 7,000 policyholders and operate with a
dedicated team of 15 professionals. We pride ourselves on delivering top-tier protection and white-glove customer
care to our valued clients.

Job Overview
We are seeking an elite, highly experienced Senior Virtual Customer Service Representative (CSR) specializing in
US Personal Lines insurance. In this critical role, you will provide high-end client management and back-office
execution to directly support our on-the-ground Licensed Agents. If you have a deep understanding of US insurance
workflows, possess flawless English communication skills, and excel at managing high-net-worth client accounts, we
want you on our team.

Key Responsibilities
• Agent & Advisor Support: Provide comprehensive back-office and client-facing assistance to our Licensed
Insurance Agents so they can focus on production.
• High-End Client Support: Manage day-to-day policy service, inquiries, billing issues, and complex claims for a
high-value personal lines clientele.
• Policy Management & Prep: Prepares policy changes, endorsements, renewals, certificates of issuance, and prepares account
reviews for Auto, Home, Renters, and Specialty lines.
• Underwriting & Quoting Prep: Gather underwriting data, pre-qualify risks, and prepare accurate personal lines
quotes within Farmers and brokered portals (e.g., Progressive, Mercury).
• Cross-Selling & Retention: Identify coverage gaps during routine client interactions and smoothly pass warm
cross-sell opportunities to licensed staff.

Technical & Work From Home Requirements
• A dedicated, quiet home office free from background noise.
• A reliable, high-speed internet connection (minimum 25 Mbps) with a backup power/internet solution.
• A modern desktop or laptop computer with a secondary monitor setup (preferred for multitasking).
• A high-quality USB headset with noise-canceling capabilities.

What We Offer
• Competitive Salary: $1,000+/ month based on experience and testing.
• Stable, long-term full-time employment with a reputable, 35+ year established US agency.
• Growth opportunities within a highly structured team environment.

How to Apply
To apply, please respond via Onlinejobs.ph with:
1. Your updated resume highlighting your US personal lines insurance experience.
2. A short audio recording (1-2 minutes) introducing yourself and outlining your specific experience supporting
Licensed Agents.
3. Your expected monthly salary in USD.