We are seeking a bilingual (Chinese/English) Commercial Lines Insurance Customer Service Representative (CSR) to join our growing team. The ideal candidate will provide exceptional customer service to our commercial insurance clients while leveraging their language skills to serve our Chinese-speaking customers.

Responsibilities:

Provide excellent customer service to commercial insurance clients via phone, email, and in-person interactions
Process and manage policy changes, endorsements, and renewals for commercial insurance policies
Generate insurance premium quotes for clients and assist in processing forms
Investigate and resolve customer inquiries, complaints, and billing issues
Maintain accurate customer records and update information in the company's database
Identify cross-selling opportunities and recommend appropriate insurance products to clients
Assist in coordinating service requirements with underwriters and other departments
Stay updated on insurance products, industry trends, and company policies

Requirements:

Fluency in both Mandarin Chinese and English (Cantonese a +)
P&C Insurance License (prefer)
1-2 years of experience in commercial insurance or customer service role
Strong knowledge of commercial insurance products and policies
Excellent communication and interpersonal skills
Proficiency in Microsoft Office suite and insurance-specific software
Ability to multitask and work in a fast-paced environment
Strong attention to detail and problem-solving skills

Job Type: Full-time

Benefits:

401(k)
Health insurance
Paid time off

Experience:

Insurance Brokerage: 2 years (Required)

Language:

Chinese (Required)

The Visionary Insurance

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Commercial Lines Insurance CSR (Bilingual)