Licensed Customer Engagement Specialist

About Peachy Insurance Peachy Insurance is an inclusive, remote-friendly organization with compassionate professionals who strive to exceed their goals every day. Here at Peachy, we exist to make a difference in the insurance world by delivering exceptional service and building lasting relationships with our customers. Overview We are looking for a professional, organized, and customer-focused Remote Licensed Customer Outreach Specialist to proactively connect with our existing customers. This role is responsible for strengthening customer relationships by conducting policy reviews, discussing upcoming renewals, following up on billing concerns, identifying opportunities to improve coverage, and ensuring customers receive the highest level of service. This position also provides administrative support to our agency and requires someone who is comfortable balancing customer outreach with operational tasks. Applicants must currently hold an active Property & Casualty License or Personal Lines License in their resident state. Your Typical Workday Join daily team huddles to stay aligned on priorities and goals. Receive ongoing coaching and training to build your insurance knowledge and customer service skills. Make outbound calls to existing customers regarding policy renewals, billing reminders, policy reviews, coverage recommendations, and other service opportunities. Help identify opportunities to improve customers' insurance protection while connecting them with licensed agents when appropriate. Follow up with customers regarding requested documents, outstanding items, or policy servicing needs. Assist with administrative projects including data entry, policy documentation, scheduling, and other operational support. Meet with your manager as needed for coaching, feedback, and professional development. Qualifications Active Property & Casualty License or Personal Lines License required. Previous insurance agency, customer service, retention, or call center experience