Intake Specialist

Intake Specialist

Insurance Intake Specialist

Customer Intake Specialist

We are working with a client, a fast-growing AI-driven insurance brokerage based in the Bay Area, to hire Customer Intake Specialists for their expanding frontline team. The company serves small businesses across the US and is adding roughly 1,000 customers per month following a recent Series A raise. These roles sit at the front of the customer journey and are central to the company's ability to scale.

Key responsibilities

• Conduct high-volume inbound calls with small business owners to assess their insurance needs and capture application information
• Enter data accurately in real time while maintaining a professional, engaging customer experience across back-to-back calls
• Serve as the customer's first point of contact, setting the tone for the company's brand in the opening moments of every interaction
• Track open items and follow through on outstanding tasks to ensure nothing falls through the cracks
• Identify and escalate recurring friction points to help improve upstream processes

The strongest candidates will bring high-volume customer service or call center experience and a genuine enthusiasm for talking with people all day. Insurance experience is a plus but is not required. Bilingual (Spanish) candidates and those with familiarity with COIs, endorsements, or carrier communications are particularly encouraged to apply.

Newman Group Search is a member of the National Insurance Recruiter Association® network and specializes in Commercial Risk & Insurance.