Remote CSR

What is a Remote Insurance Customer Service Representative?

A remote Customer Service Representative (CSR) is a licensed insurance professional who works from home but still supports your agency like an in-office team member. They help with everyday service tasks like answering client questions, processing policy changes, handling billing, and assisting with claims.

Remote insurance staffing is a smart solution when you need extra help but do not want to hire a full-time employee. It is especially helpful during busy seasons or when someone on your team is out for maternity leave, vacation, illness, or due to a sudden staff change.This is a flexible way to support your clients without losing time or service quality. Remote CSRs can assist with home insurance, auto insurance, renters insurance, property and casualty, and more.

How iStaff Pros Helps Fill Remote CSR Roles

At iStaff Pros, we make it easy for insurance agency owners to find the right customer service help, fast. Here is what we offer:

• Licensed insurance professionals
Our CSRs have current insurance licenses and know how to support your clients from day one. Many hold a P&C license.

• Flexible short-term and long-term support
You can bring in a CSR for just a few weeks or keep them on longer. It is ideal for both new agencies and those that are understaffed.

• We handle the full hiring process
You do not have to spend time posting jobs or interviewing. We take care of recruiting, screening, and onboarding.

• Support for future licensed staff
We can also guide non-licensed candidates who are working toward their insurance license. We offer direction and insurance training to help them qualify.

What Our Remote CSRs Can Do for You

Our remote CSRs handle a wide range of tasks to support your insurance agency. From managing important alerts and client communications to assisting with payments, policy changes, and administrative follow-ups, they make sure everything runs smoothly. Below is a list of the specific services they provide to keep your agency efficient and responsive.

Alerts and Messages

Respond to dashboard alerts
Clear billing alerts
Handle critical alerts
Return phone calls
Reply to emails
Follow up on underwriting requests

Client Service and Support

Answer customer questions
Accept and process payments
Help with billing and policy questions
Make changes to policies (endorsements)
Send and collect documents
Prepare info for quotes
Send birthday and anniversary messages

Admin and Follow-Up

Complete mileage surveys
Schedule follow-ups and reviews
Handle renewals
Process requests for proof of insurance

Additional Support

Plus any other day-to-day support your agency needs