Bilingual Insurance CSR (Cantonese)

Job Description

Savvital is a dynamic company dedicated to supporting small and medium-sized businesses internationally by offering tailored solutions that enhance their operational capacity. We are seeking a bilingual Insurance Customer Service Representative (CSR) fluent in Cantonese and proficient in English to join our team. This role involves assisting customers with insurance inquiries, managing policy servicing requests, coordinating with insurance carriers, and ensuring a seamless customer experience. Candidates who speak Mandarin will also be considered, though strong spoken Cantonese is highly preferred. The position requires confidence in phone communication, attention to detail, and the ability to work effectively in both Chinese and English.

Key Responsibilities
- Customer Support: Manage incoming calls, respond to inquiries, and assist with routine insurance-related requests.
- Policy Servicing: Process changes to policies such as adding or removing vehicles and drivers, and update customer information accurately.
- Insurance Quoting: Help prepare insurance quotes and collect necessary details for policy applications.
- Carrier Coordination: Communicate with insurance carriers in English to request information, process changes, and follow up on policy matters.
- Call Management: Direct calls to appropriate team members or departments when necessary.
- Customer Communication: Provide clear and professional assistance to Cantonese-speaking customers while maintaining effective communication with internal teams and carriers in English.
- Documentation: Maintain precise customer records, document interactions, and update policy information in the agency management system.
- Follow-Ups: Ensure timely follow-up on customer requests, policy updates, and pending service issues.
- System Management: Utilize agency management software and carrier portals to manage customer data and process service requests efficiently.

Required Qualifications
- Fluency in spoken Cantonese is essential, with strong English communication skills for interacting with carriers and handling written correspondence.
- Experience in customer service, call center operations, client support, or administrative roles.
- Strong phone etiquette and confidence in managing customer conversations.
- Excellent attention to detail in handling customer records and policy information.
- Ability to manage multiple requests while maintaining accuracy and organization.
- Strong problem-solving skills with a customer-focused approach.
- Comfortable learning new software, including agency management systems and carrier portals.
- Availability to work full-time during Pacific Time hours.
- Access to a stable internet connection and a quiet, professional remote work environment.

Preferred Qualifications and Benefits
- Previous experience in the insurance industry, especially in Personal Lines insurance.
- Familiarity with auto and home insurance policies, endorsements, and policy servicing tasks.
- Experience processing vehicle or driver additions/removals, policy changes, and insurance quotations.
- Knowledge of HawkSoft or other Agency Management Systems (AMS).
- Experience using insurance carrier portals and understanding policy administration processes.
- Fluency in both Cantonese and Mandarin is a plus.

Compensation & Benefits
- Competitive base salary aligned with market standards.
- Allowances for internet, electricity, and wellbeing.
- Comprehensive medical insurance coverage.
- Performance-based bonuses and company-wide success incentives.
- Annual performance reviews with potential bonuses and salary increments.

The ideal candidate is a confident bilingual communicator who can seamlessly switch between Cantonese or Mandarin and English, delivering dependable customer support and managing policy servicing tasks with precision. If you have strong language skills, a customer-first mindset, and a desire to grow within the insurance industry, we encourage you to apply.