CSR Insurance Brokerage

Description / Requirements

College graduate with at least 12 months of BPO experience; or

Completed at least 2 years in college with a minimum of 18 months BPO experience

REQUIRED EXPERIENCE:

 Insurance background in non-life focused on property and casualty insurance. home and auto loan type

Policy Servicing & Carrier Coordination

Support policy servicing activities within an insurance brokerage or agency environment.

Coordinate with multiple insurance carriers for policy inquiries, endorsements, renewals, and updates.

Issue and process policy endorsements using broker management systems (e.g., AMS, Applied Epic, or similar).

Act as an intermediary between clients, agents, and insurers, ensuring accurate and timely information exchange.

Ensure all policy documentation and servicing processes comply with regulatory and internal guidelines.

Billing, Premium & Receivables Management

Manage and resolve billing discrepancies, premium adjustments, and payment‑related issues.

Handle premium collections, receivables inquiries, and account reconciliations.

Respond to billing‑related questions from insureds, agents, and carriers with accuracy and professionalism.

Maintain detailed records and documentation in compliance with regulated industry standards.

High‑Volume Communication & Call Handling

Handle high‑volume inbound and outbound calls involving insureds, agents, and insurance carriers.

Serve as the primary point of coordination for policy and billing inquiries in a brokerage or agency setting.

Provide clear explanations of policy changes, billing details, and next steps to stakeholders.

Maintain service level expectations in a fast‑paced, customer‑focused environment.