We are looking for an Insurance Representative to support day-to-day insurance servicing, client communications, and administrative operations. This role delivers responsive, high-quality support to policyholders while managing insurance requests, coordinating with carriers, and maintaining precise account records in a remote environment. This position interacts directly with clients, carrier representatives, and internal agency teams in Portuguese, Spanish, and English to handle policy changes, generate quotes, and ensure seamless operational efficiency.
Handle inbound calls, emails, and service requests professionally in English and Spanish
● Process policy endorsements, reinstatements, cancellations, and renewals; issue ACORD forms and Certificates of Insurance (COIs).
● Prepare new business and renewal quotes using carrier portals, rating tools, and agency management systems (AMS/CRM).
● Compile, format, and organize client proposals for internal review, verifying exposure data, limits, and classifications.
● Communicate directly with carriers to resolve underwriting questions, obtain missing information, and follow up on submissions.
● Maintain accurate, audit-ready client records, tracking renewal deadlines and workflow timelines.
● Escalate complex billing, claims, coverage, or underwriting matters to appropriate team leaders.
Requirements
●Must be located in Islamabad or Lahore, Pakistan with a reliable work-from-home setup (power backup/stable ISP required
● Fluency in Spanish, and English (verbal and written).
● Must have 1 year experience in US insurance (Personal or Commercial Lines) and customer-facing service required.
● Familiarity with ACORD forms, policy servicing workflows, and carrier quoting portals.
● Strong problem-solving, time management, and attention to detail.
● Available to work full time: Monday to Friday (schedule based on client requirements – PST/MST/EST/CST)