Customer Service Representative, Insurance Agency

At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.

NerdWallet Insurance Experts is a new business inside NerdWallet, built to take the guesswork out of insurance shopping. As NerdWallet's P&C agency, we help customers quote, compare, and bind Home, Auto, Umbrella, and Flood coverage across a network of trusted carrier partners.Being early means the playbook isn't finished. You'll be one of the people helping write it.

As a Customer Service Representative on our Property & Casualty team, you're the person customers reach after they've bought a policy — when they need a declaration page for their lender, want to add a teenage driver, or aren't sure what their renewal notice actually means. You'll handle those requests end to end, loop in licensed agents when a question crosses into licensed territory, and keep our records clean enough that the next person to touch the account knows exactly where things stand.

This role reports to the Manager, Insurance Operations.

• Answer inbound customer questions by phone and email about policies, endorsements, renewals, and general servicing

• Pull and send the documents customers need — certificates of insurance, declaration pages, proof of coverage

• Support renewals by gathering updated customer information and coordinating with licensed agents

• Partner with licensed agents on complex issues, and know when a question needs to be escalated

• Keep records accurate and complete across our CRM, agency management system (AMS), and carrier platforms

• Spot patterns in the problems customers bring you, and tell us about them — recurring issues are process problems we'd rather fix than absorb

• Pitch in on general servicing and operational support as the team grows

• 1–3 years in customer service, sales, or an insurance-related role

• A high school diploma or equivalent

• Clear, professional communication — the kind where a customer hangs up knowing what happens next

• Comfort juggling several systems and priorities at once without losing the thread

• Good judgment about what you can solve and what needs to go to a licensed agent

• Attention to detail, and enough patience for process-driven work in an environment that's still changing

Preferred Qualifications:

• An active Property & Casualty (P&C) license

• Experience with CRM tools, AMS platforms, or carrier systems

• Prior work in insurance servicing or an agency environment

• This role will be remote (based in the U.S.).

• We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.

• The standard schedule is Monday through Friday, 9:00 a.m. – 5:30 p.m. The team has a strong preference for this hire to work PST hours.

• You’ll collaborate using tools such as Google Workspace, Zoom, and Slack, and spend the majority of your time working on a company-provided laptop.

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents

• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown

• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care

• Mental health support

• Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests

• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)

• Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)

Have Some Fun! (Nerds are fun, too)

• Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities

• Hackathons and team events across all teams and departments

• Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction 

• Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

• 401K with 4% company match

• Be the first to test and benefit from our new financial products and tools

• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar

• Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.  

NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:

• E-Verify Participation Poster (English+Spanish/Español)

• Right to Work Poster (English) / (Spanish/Español) 

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