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Bilingual Insurance CSR, Mandarin/Cantonese

🔥 24 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź”’ Insurance

🗣️🇨🇳 Chinese Required

Where this job comes from

Posted on Savvital's careers page, not through a job board

First seen by Remote Rocketship 24 minutes ago

Logo of Savvital

Savvital

51 - 200 employees

🏗️ Construction

🏠 Real Estate

🛡️ Insurance

Construction • Real Estate • Insurance

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market. The company specializes in real estate, mortgage, general business, insurance, and construction, enabling clients to build their future through customized solutions. Savvital's mission is to offer affordable options through strategic task delegation, helping companies grow while emphasizing a human touch in their operations.

đź“‹ Description

• Handle incoming customer calls, respond to inquiries, and assist with routine insurance-related requests • Process policy changes, including adding or removing vehicles and drivers and updating customer information • Assist with preparing insurance quotes and gathering information for policy applications • Communicate with insurance carriers in English to request information, process changes, and follow up on policy matters • Direct incoming calls to appropriate team members or departments • Assist Cantonese- or Mandarin-speaking customers while communicating clearly and professionally in English with internal teams and carriers • Maintain accurate customer records, document interactions, and update policy information in the agency management system • Follow up on customer requests, policy changes, and pending service matters • 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 • Previous experience in the insurance industry, particularly Personal Lines insurance, preferred but not mandatory • 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 preferred

🏖️ Benefits

• Allowances for Internet, Electricity, and Wellbeing • Performance-based incentives • Company-wide success bonuses • Annual bonus • Performance increments • Remote working arrangement

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