Support a U.S.-based Private Client Risk Advisory firm handling personal lines insurance for high-net-worth families, working with carriers like Chubb, PURE, AIG Private Client, Berkley One, and Cincinnati Insurance. You'll assist with quoting, carrier submissions, client follow-up, and account servicing.
You must have:
- Prior experience working in
P&C; / personal lines insurance
(home, auto, umbrella) - carrier-side, agency-side, or insurtech; Indian P&C; experience is fine as long as you genuinely understand policy structures and underwriting basics
- Comfortable taking
calls during U.S. evening/night hours and weekends
when needed - this is not a fixed 9-6 EST shift, but you need to be reachable and responsive during U.S. time when something's urgent
- Excellent spoken and written English
- you'll be on calls with U.S.
clients/carriers and drafting professional correspondence
- Reliable high-speed internet
and a quiet space for calls
- Robust organizational skills - tracking multiple accounts, renewals, and deadlines without things slipping
Nice to have:
- Experience with HNW/high-value home or auto carriers
- Familiarity with agency management systems, Hubspot, or similar CRM tools
What this role is NOT:
- Not a rigid 9am–6pm EST shift - flexibility matters more than fixed hours
- Not a sales or BD role - no targets, no incentives
- Not a scripted/BPO-style process job - we need someone who can think through a client or carrier conversation, not just follow a script