Remote Operations Agent — Insurance
Zambrano Partners Insurance
Jan 2026 - Current (5 months)
Provide remote insurance operations support across multiple lines of coverage, advising clients on policy options,
claims processes, and tailored coverage recommendations.
• Manage a high-volume client portfolio through inbound and outbound communication — resolving policy inquiries,
processing endorsements, and ensuring timely renewals with high satisfaction rates.
• Build and run automations using AI tools, including Claude Code, to streamline CRM workflows, reporting, and
repetitive operational tasks — increasing speed and reducing manual errors.
• Administer client records, policies, and documentation in CRM and agency-management systems, maintaining
accuracy, regulatory compliance, and audit readiness.
• Conduct consultative needs