Insurance moves on trust, but it operates on systems.
When policies are sold and claims are filed, the difference between a smooth operation and a chaotic one often comes down to the people behind the scenes. And in most firms, those people are overworked. Admin tasks pile up. Clients wait. Processes break.
You don’t need more stress, you need support. But not just anyone, and not necessarily in-house. That’s where remote roles come in: flexible, specialized, and designed to plug in where the pressure is highest.
Here’s how leading insurance teams are using remote talent to stay lean, responsive, and competitive.
Three Roles That Actually Make a Difference
1. Customer Success Agents
Client expectations have changed. They want fast responses, clear communication, and seamless follow-ups, especially when dealing with something as personal as coverage or claims. A remote customer success agent trained in your systems can handle inbound questions, follow-ups, and policy renewals, creating a smoother client experience without pulling producers off revenue-generating work.
2. Public Accountants or Bookkeeping Support
Commission tracking. Monthly reconciliations. Carrier payables. Agency billing. These aren’t just back-office chores, they’re financial lifelines. A remote accounting assistant or CPA-level bookkeeper who understands the structure of insurance payments can help maintain clean records, reduce errors, and prepare your firm for audits or expansion.
3. Onboarding and Admin Specialists
Bringing on new clients should feel organized. But often, it feels like email tag, manual forms, and policy confusion. A dedicated remote onboarding specialist can walk clients through their paperwork, update CRM entries, gather documents, and coordinate across your internal teams, so agents can focus on selling, not chasing.
Why It Works in Insurance
The rhythm of an insurance firm is repetitive, document-heavy, and timing-sensitive. That makes it perfect for remote support; if the person knows what they’re doing and is well-integrated into your workflow.
That’s the catch. This isn’t about hiring a random assistant overseas. It’s about building operational leverage: someone who works your hours, understands your systems, communicates clearly, and reduces friction across the team.
At Resorsi, we help agencies find those people. Not through mass hiring, but by understanding where you’re overwhelmed and matching you with someone who’s already done the job elsewhere. The result isn’t just saved time; it’s better service, smoother growth, and fewer 10 p.m. inbox marathons.
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