Customer Service Representative (AMS 360) (BBS861)

We're looking for a Customer Service Representative with hands-on experience in AMS 360 to support an insurance-focused client operation. This is a client-facing role where accuracy, responsiveness, and system fluency matter. You will handle inbound customer inquiries, manage policy-related requests, and navigate AMS 360 to keep records accurate and service moving without delays.

If you have worked in an insurance agency environment, know your way around AMS 360, and take pride in delivering clear and professional customer support, this role is a strong fit.

Why You'll Want to Join

• You will be paid in USD (bi-monthly: every 15th and 30th)

• Paid Time Off in accordance with company policy

• Observance of Holidays per company guidelines

• 100% remote setup so you can work wherever you're most productive

• Stable, client-facing role with clear ownership over customer interactions

• Direct impact on client satisfaction and retention

What You'll Work On

Customer Support and Communication

• Handle inbound customer inquiries via phone, email, or chat professionally and promptly

• Resolve customer issues, answer policy-related questions, and escalate complex cases as needed

• Follow up on open items and ensure every customer interaction is closed properly

• Maintain a professional, clear, and empathetic communication style across all channels

AMS 360 System Management

• Navigate AMS 360 to access, update, and manage customer and policy records accurately

• Process policy changes, endorsements, renewals, and cancellations within the system

• Ensure data integrity across all records and flag discrepancies for review

• Generate reports and pull information from AMS 360 to support internal and client needs

Administrative and Operations Support

• Maintain organized records and documentation for all customer interactions

• Support internal teams with data entry, record updates, and workflow coordination

• Identify recurring customer issues and surface them to the team for process improvement

What You Bring

• Proven experience working with AMS 360 in a professional capacity

• Background in insurance agency operations, customer service, or a related field

• Strong written and verbal communication skills in English

• High attention to detail and accuracy in data entry and record management

• Organized, self-sufficient, and comfortable managing multiple open cases simultaneously

• Comfortable working fully remotely with minimal oversight

Nice to Have

• Experience in a licensed insurance agency or brokerage environment

• Familiarity with insurance policy types including personal lines, commercial lines, or benefits

• Experience with other agency management systems alongside AMS 360

How to Apply

Please include

• Your updated resume

• A short Loom video (1 to 2 minutes) introducing yourself, describing your experience with AMS 360, and walking through how you handle a high-volume or complex customer service situation

Only candidates who submit a Loom video will be moved to the next step of the hiring process.

If you know AMS 360, communicate clearly under pressure, and want a stable client-facing role where your attention to detail directly drives customer satisfaction, this role gives you the ownership and the consistency to do your best work.

Application Process Overview

Our comprehensive selection process ensures we find the right fit for both you and our clients:

• Initial Application  - Submit your application and complete our prequalifying questions

• Video Introduction  - Record an video introduction to showcase your communication skills and work experience

• Role-Specific Assessment  - Complete a homework assignment tailored to the position (if applicable)

• Recruitment Interview  - Initial screening with our talent team

• Executive Interview  - Meet with senior leadership to discuss role alignment

• Client Interview  - Final interview with the client team you'd be supporting

• Background & Reference Check - Professional reference verification

• Job Offer  - Successful candidates receive a formal offer to join the team

Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations.

We'll keep you informed throughout the process and provide feedback at each step.