CSR Insurane

We’re Hiring: CSR – Insurance
Shopify Pro is looking for a dedicated and detail-oriented Customer Service Representative (CSR) – Insurance to join our growing team.
Location: Green Acres Housing Society (On-site)
Timings: 5:00 PM – 2:00 AM
Job Type: Full-time
Key Responsibilities:

• Handle inbound and outbound customer calls regarding insurance policies
• Respond to client emails professionally within required turnaround times
• Assist clients with policy changes, renewals, cancellations, and reinstatements
• Review and process policy endorsements
• Communicate with insurance carriers and underwriting departments regarding approvals and requirements
• Follow up with clients for pending documents and policy requirements
• Explain policy coverages, deductibles, billing details, and payment options
• Maintain accurate customer information and account notes within CRM systems
• Process ID cards, declarations pages, and policy documents
• Review carrier notices, underwriting memos, and policy alerts daily
• Coordinate with agents and internal teams for smooth policy servicing
• Track pending tasks, renewals, and follow-ups efficiently
• Manage multiple emails, CRM systems, and carrier portals simultaneously

Requirements:

• Prior experience in Insurance CSR or Customer Support role preferred
• Strong verbal and written English communication skills
• Hands-on experience with CRM systems
• Basic working knowledge of HawkSoft is required
• Strong attention to detail and organizational skills
• Ability to multitask in a fast-paced environment
• Professional attitude with excellent customer service skills

Work Location: In person