What are the responsibilities and job description for the Remote Insurance Customer Service & Renewals Specialist position at Archer Insurance Agency?
Job Description
Archer Insurance Agency is a growing multi-state agency with offices in Farragut, Tennessee and Westlake Village, California, protecting roughly $13 million in premium for families and businesses. We’re a hybrid Farmers Insurance and independent brokerage operation with a small, tight-knit team, modern systems (Momentum CRM, DocuSign, paperless workflows), and a culture where every seat has one clear owner, a real scoreboard, and no micromanagement. We’re rebuilding our structure around specialists — and this role is one of the most important seats in the agency.
Benefits
Work from Home
Mon-Fri Schedule
Responsibilities
You will own customer service and renewals for our California personal lines book (approximately 1,000 policies). California is one of the most challenging home insurance markets in the country right now — which is exactly why this seat matters. You’ll be the person our CA clients count on, and the reason they stay.
• Renewals: work our renewal system — renewals with rate increases under 10% go out via automated email; you personally handle every renewal at 10% or above with a proactive call, coverage review, and remarket evaluation.
• Remarketing: shop and place hard-to-write CA home business across our carrier and E&S lineup, tracking every subjectivity and deadline to the finish line.
• Customer service: endorsements (including binding changes started by our front desk), billing questions, documents, and carrier requests — logged and completed same-day in our CRM.
• Retention saves: same-week outreach on non-pays and pending cancellations — on our team, a saved policy is a win that gets celebrated.
• Account rounding: spot coverage gaps and mono-line households during renewal conversations — with commission opportunities when they close.
Location & Schedule
• Full-time, 100% remote. Live anywhere in the western United States.
• California business hours (Pacific Time) are required — our CA clients are your clients.
Requirements
• Active Property & Casualty license (required). California authority — resident or non-resident — or the ability to obtain it before your start date.
• At least 2 years of insurance service experience (required). Personal lines strongly preferred.
• Comfort working carrier portals and an agency management system/CRM; you keep clean records without being told.
• The discipline of a great remote employee: reachable, organized, deadline-driven, and honest about what’s on your plate.
• Clear, warm communication on the phone and in writing — you can deliver a rate increase and keep the client.
• Ability to work California business hours (Pacific Time) are required — our CA clients are your clients
Nice to Have
• California homeowners / hard-market experience (FAIR Plan, E&S carriers, wholesale platforms).
• Farmers Insurance product familiarity.
• Experience owning a renewal book or retention numbers you’re proud of.
Salary : $50,000 - $75,000