Bilingual Insurance CSR

This is a fully remote position, open to applicants in Pakistan.

📋 Description

• Manage incoming customer calls and address standard inquiries related to insurance.

• Execute policy modifications, such as adding or removing vehicles and drivers, and updating client information.

• Aid in generating insurance quotes and collecting necessary information for policy applications.

• Interact with insurance carriers in English to request information, process changes, and follow up on policy issues.

• Route incoming calls to the relevant team members or departments.

• Provide assistance to Cantonese- or Mandarin-speaking clients while maintaining professional communication in English with internal teams and carriers.

• Ensure accurate maintenance of customer records, document interactions, and update policy details in the agency management system.

• Follow up on customer inquiries, policy modifications, and outstanding service matters.

• Utilize agency management software and carrier portals to manage customer information and address routine service requests.

⛳️ Requirements

• Proficiency in spoken Cantonese or Mandarin is essential; Cantonese is highly preferred.

• Professional-level English communication skills, including verbal interactions with insurance carriers and managing written correspondence.

• Prior experience in customer service, call center operations, client support, or administrative roles.

• Strong telephone etiquette and confidence in managing customer conversations.

• Exceptional attention to detail when handling customer records and policy information.

• Capability to manage multiple requests while ensuring accuracy and organization.

• Strong problem-solving abilities and a customer-centric approach.

• Willingness to learn new software, agency management systems, and carrier portals.

• Availability to work the complete required schedule in Pacific Time.

• Reliable internet connection and a quiet, professional remote working environment.

• Previous experience in the insurance sector, particularly in Personal Lines insurance, is preferred but not mandatory.

• Familiarity with auto and home insurance policies, endorsements, and policy servicing is preferred.

• Experience in managing vehicle or driver additions and removals, policy changes, and insurance quotes is preferred.

• Prior experience with HawkSoft or other Agency Management Systems is advantageous.

• Familiarity with insurance carrier portals and policy administration processes is preferred.

• Fluency in both Cantonese and Mandarin is preferred.

🏝️ Benefits

• Allowances for internet, electricity, and overall wellbeing.

• Comprehensive medical insurance coverage.

• Incentives based on performance.

• Company-wide bonuses for success.

• Annual bonus opportunities.

• Performance-based salary increments.

• Remote working environment.