Bilingual Insurance CSR

ABOUT THE COMPANY

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that add real capacity to a client's workday.

Our mission is to provide affordable solutions to growing companies through strategic task delegation. We envision creating an ecosystem that resonates with the human touch every business needs.

ABOUT THE ROLE

We are looking for a Bilingual Insurance CSR who is fluent in Cantonese or Mandarin, along with professional-level English communication skills, to join our team and support one of our international clients in the insurance industry.

The ideal candidate will be responsible for assisting customers with insurance-related inquiries, handling policy servicing requests, coordinating with insurance carriers, and ensuring a smooth customer experience. Since the client serves a large Chinese-speaking customer base, strong spoken Cantonese is highly preferred, while Mandarin-speaking candidates will also be considered.

This role requires someone who is confident handling phone conversations, detail-oriented when managing policy information, and comfortable communicating in both Chinese and English.

KEY RESPONSIBILITIES

• Customer Support: Handle incoming customer calls, respond to inquiries, and provide assistance with routine insurance-related requests.
• Policy Servicing: Process policy changes, including adding or removing vehicles and drivers, and updating customer information.
• Insurance Quoting: Assist with preparing insurance quotes and gathering the necessary information for policy applications.
• Carrier Coordination: Communicate with insurance carriers in English to request information, process changes, and follow up on policy-related matters.
• Call Management: Direct incoming calls to the appropriate team members or departments when required.
• Customer Communication: Assist Cantonese- or Mandarin-speaking customers while ensuring clear and professional communication in English with internal teams and carriers.
• Documentation: Maintain accurate customer records, document interactions, and update policy information in the agency management system.
• Follow-Ups: Ensure timely follow-up on customer requests, policy changes, and pending service matters.
• System Management: Use agency management software and carrier portals to manage customer information and process routine service requests.

REQUIREMENTS

• Fluency in spoken Cantonese or Mandarin is required. Cantonese is strongly preferred.
• Professional-level English communication skills, particularly for speaking with insurance carriers and handling written correspondence.
• Previous experience in customer service, call center operations, client support, or an administrative role.
• Strong phone etiquette and confidence handling customer conversations.
• Excellent attention to detail when managing customer records and policy information.
• Ability to handle multiple requests while maintaining accuracy and organization.
• Strong problem-solving skills and a customer-focused approach.
• Comfortable learning new software, agency management systems, and carrier portals.
• Availability to work the full required schedule in Pacific Time.
• A stable internet connection and a quiet, professional remote working environment.

PREFERRED QUALIFICATIONS

• Previous experience in the insurance industry, particularly Personal Lines insurance.
• Familiarity with auto and home insurance policies, endorsements, and policy servicing.
• Experience handling vehicle or driver additions and removals, policy changes, and insurance quotations.
• Previous experience using HawkSoft or other Agency Management Systems (AMS).
• Familiarity with insurance carrier portals and policy administration processes.
• Fluency in both Cantonese and Mandarin.

Note: Direct insurance experience is preferred but not mandatory. Candidates with strong bilingual communication skills and relevant customer service experience will also be considered.

WORKING HOURS

• Employment Type: Full-time
• Working Hours: 9:00 AM – 6:00 PM Pacific Time (PT), Monday to Friday

COMPENSATION & BENEFITS

• Base Salary: Market Competitive.
• Allowances: Internet, Electricity, Wellbeing.
• Medical Insurance: Comprehensive health coverage.
• Performance Bonuses: Performance-based incentives and company-wide success bonuses.
• Annual Review: Annual bonus and performance increments.

IDEAL CANDIDATE

The ideal candidate is a confident bilingual communicator who can comfortably switch between Cantonese or Mandarin and English, provide reliable customer support, and manage routine policy servicing tasks with accuracy. They should be proactive, organized, and capable of learning insurance systems and processes quickly.

If you have strong language skills, a customer-first mindset, and an interest in building your experience in the insurance industry, we encourage you to apply!