Property and Casualty Insurance Customer Service Representative

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🔥 23 minutes ago

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The Hello Team

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2021

🏥 Healthcare

🛡️ Insurance

📦 Logistics

Healthcare • Insurance • Logistics

The Hello Team is a B2B provider of structured offshore hiring and managed workforce solutions. They recruit, hire, and operate dedicated nearshore and offshore teams across 30+ countries, offering remote staffing, BPO services, answering services, and call center build-outs with on-the-ground recruiting, U. S. -based operational oversight, training, and real-time workforce management. The company emphasizes accountability, performance monitoring, and cultural alignment for clients in healthcare, insurance, real estate, professional services and other sectors.

📋 Description

• Gather and process Property & Casualty (P&C) client information • Manage client accounts and policy records using Applied Epic • Service existing customers and respond to policy and coverage inquiries • Set up new insurance policies and process policy changes, endorsements, and renewals • Email insurance certificates and other policy-related documents • Process payments, cancellations, and cancellation notices • Review and verify policy information for accuracy and update client records in Applied Epic • Follow up on missing client documentation and monitor pending policy transactions • Communicate with insurance carriers to obtain policy information, endorsements, underwriting documentation, and resolve policy-related matters • Maintain accurate electronic client files and ensure compliance with company procedures and insurance documentation standards • Perform other duties related to the position as assigned

🎯 Requirements

• Proficient level of English (written and spoken) • Excellent communication and problem-solving skills • Experience using Applied Epic insurance management software is required • Previous experience working in the Property & Casualty (P&C) insurance industry • Hands-on experience with Applied Epic software • Strong customer service and communication skills • Excellent attention to detail and organizational skills • Ability to manage multiple tasks in a fast-paced environment • Ability to work independently • Proficiency with Microsoft Office (Word, Excel, Outlook) and standard business tools (email, spreadsheets, document management) • Ability to quickly learn new systems, software, and workflows • Ability to understand and follow established processes accurately with minimal supervision • Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet • Interest in long-term career opportunities

🏖️ Benefits

• 100% remote work • Great work environment with potential for growth • Full-time position with 40 hours weekly • Long-term opportunity