Manager, Underwriting Support Services
Converge Insurance
Bilingual Insurance Assistant
OutSta
full-time
Posted on:
Origin: • 🌎 Anywhere in the World
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Assist with Auto Insurance (preferably Florida) and Home Insurance transactions, including new policies, renewals, endorsements, and cancellations.
- Work directly with the insurance companies we partner with, ensuring accurate communication and processing of policy changes.
- Handle client inquiries regarding policies, coverage, deductibles, premiums, and benefits.
- Answer incoming calls in a professional manner, collect necessary information, and provide accurate guidance.
- Follow established procedures when the answer is unknown, including escalating or following up with the appropriate department.
- Maintain accurate client records, documentation, and correspondence.
- Provide administrative support, including processing payments, sending emails, and handling follow-ups with clients and carriers.
- Support insurance agents and adjusters with client intake and claims documentation.
- Deliver excellent customer service in both English and Spanish; additional languages are a strong plus.
Requirements
- Bilingual English & Spanish (required); additional languages highly preferred.
- Experience with Auto Insurance (Florida experience preferred); Home Insurance knowledge is a plus.
- Familiarity with insurance carriers, procedures, and transactions.
- Previous experience in insurance, customer service, or administrative support.
- Strong phone etiquette and ability to handle client calls with professionalism and confidence.
- Excellent organizational skills, attention to detail, and ability to multitask.
- Proficient with office tools, email, and insurance platforms (e.g., EZLynx, NowCerts, Applied, or similar).
