Bilingual Insurance CSR, Cantonese

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

📋 Description

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

• Provide support for routine insurance-related requests.

• Process changes to policies, such as adding or removing vehicles and drivers.

• Update customer details and maintain policy records.

• Assist in preparing insurance quotes and collecting information for policy applications.

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

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

• Support Cantonese-speaking customers and communicate professionally in English with internal teams and carriers.

• Keep precise customer records and document interactions within the agency management system.

• Ensure prompt follow-up on customer requests, policy modifications, and outstanding service matters.

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

⛳️ Requirements

• Proficiency in spoken Cantonese is essential.

• Strong professional English communication skills, especially for interactions with insurance carriers and written correspondence.

• Prior experience in customer service, call center environments, client support, or an administrative capacity.

• Excellent phone etiquette and confidence in managing customer conversations.

• High 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 mindset.

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

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

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

• Previous experience in the insurance sector, particularly in Personal Lines insurance (preferred).

• Knowledge of auto and home insurance policies, endorsements, and policy servicing (preferred).

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

• Familiarity with HawkSoft or other Agency Management Systems (AMS) (preferred).

• Understanding of insurance carrier portals and policy administration processes (preferred).

• Fluency in both Cantonese and Mandarin (preferred).

• Direct experience in insurance is preferred but not mandatory.

🏝️ Benefits

• Internet allowance.

• Electricity allowance.

• Wellbeing allowance.

• Performance-based incentives.

• Company-wide success bonuses.

• Annual bonus.

• Performance increments.

• Remote working arrangement.