[ Position ]
Commercial Insurance Customer Service Representative
[ Summary ]
Provide exceptional customer service to corporate clients and manage policy renewals for property and casualty (P&C) insurance. Responsible for handling existing client policies, advising on coverage needs, processing modifications, converting quotes into new policies, and resolving billing/claim issues. Collaborate closely with underwriting insurance companies to ensure efficient execution of transactions and maintain high customer satisfaction.
[ Essential Duties ]
• Handle policy renewals for corporate property and casualty insurance policies with existing clients, advise on coverage needs, and convert quotes into new policies.
• Perform administrative and clerical tasks, such as maintaining accurate client records, file management, and handling claim reporting on behalf of policyholders.
• Propose renewal quotes and maintain various business insurance policies (including automobile, fire, property, marine, farm/crop, etc.).
• Deliver insurance policies, endorsements, and related documents (including invoices) to policyholders, and manage premium collections.
• Respond promptly to incoming calls and emails regarding policy inquiries, coverage issues, billing, premium audits, and consumer complaints.
• Process client policy modifications with high accuracy based on provided data, ensuring all policy requirements and appropriate forms are fulfilled.
• Evaluate customer needs and select appropriate insurance carriers that offer the requested coverage to underwrite policies.
• Stay up-to-date on new marketing efforts and product knowledge utilizing all available resources to effectively answer inquiries and suggest process improvements.
[ Working Hours / Working style ]
• Hours: 8:30 AM – 5:00 PM (Based on the candidate's local time zone)
• Style: Remote / Hybrid
(Candidates living within commuting distance of our offices in GA, TX, or LA may be asked to work in a hybrid setup. Candidates residing in other regions will be 100% fully remote.)
[ Salary / Benefit ]
• Salary: $29.00 - $30.00 / hour
• Benefits: • Medical, Dental, and Vision Insurance
• Life Insurance and 401(k) (Available after a 1-year introductory period)
[ Holidays ]
Saturdays, Sundays, and Major National Holidays
[ Qualifications ]
• Japanese-English bilingual professional (Strong verbal and written communication skills in both languages).
• Active Property & Casualty (P&C) Insurance License (5+ years of experience preferred; 2–3 years considered depending on background).
• Strong knowledge of commercial insurance principles, customer needs assessment, and quality standards for service.
• Proficient in insurance agency management systems and software, specifically Applied EPIC, Microsoft Office 365, Adobe Pro/Foxit, and RingCentral.
• Excellent active listening, reading comprehension, and critical thinking skills to recognize and proactively solve complex policy or billing problems.
• Outstanding attention to detail and accuracy in data entry, document processing, and financial/premium reporting.
• Strong time management skills with the ability to work independently, manage multiple priorities, and meet strict policy deadlines.
• Service-oriented and persuasive communicator who can build trust and maintain excellent relationships with both internal teams and external clients/carriers.