Bilingual Insurance CSR, Cantonese

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

📋 Description

• Manage incoming customer calls, respond to inquiries, and provide assistance with standard insurance-related requests.

• Process changes to policies, including the addition or removal of vehicles and drivers, as well as updating customer information.

• Aid in the preparation of insurance quotes and the collection of information for policy applications.

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

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

• Support Cantonese- or Mandarin-speaking customers while clearly and professionally communicating in English with internal teams and carriers.

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

• Follow up on customer requests, policy modifications, and outstanding service issues.

• 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, particularly for interactions with insurance carriers and managing written correspondence.

• Previous experience in customer service, call center operations, client support, or an administrative position.

• Strong phone etiquette and confidence in engaging with customers.

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

• Ability 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.

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

• Prior experience in the insurance industry is preferred but not mandatory.

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

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

• Previous experience using HawkSoft or other Agency Management Systems (AMS).

• Knowledge of insurance carrier portals and policy administration processes.

• Fluency in both Cantonese and Mandarin is preferred.

🏝️ Benefits

• Internet allowance

• Electricity allowance

• Wellbeing allowance

• Performance-based incentives

• Company-wide success bonuses

• Annual bonus

• Performance increments