Customer Service Representative (CSR) - Insurance Brokerage (Offshore Support)

Full‑Time | Remote | Backend Operations + Data Entry for New Business + Accounting Support

About the Role

We are looking for a detail‑oriented and service‑driven Customer Service Representative (CSR) to support the operations of a Canadian insurance brokerage. This role focuses on client servicing, data entry, policy administration, and backend accounting tasks . You will work closely with brokers and internal teams to ensure smooth, accurate, and timely support for offshore customers.

Key Responsibilities - Client Service & Policy Support

- Assist with policy changes, renewals, endorsements, cancellations, and documentation
- Provide clear explanations of coverage, requirements, and next steps
- Coordinate with brokers and underwriters to resolve client issues

Data Entry & Lead Management

- Enter website leads into the brokerage management system with high accuracy
- Validate customer information and ensure complete, error‑free data capture
- Assign leads to the appropriate broker or workflow queue
- Maintain organized digital records and follow established data‑handling procedures

Backend Operations & Accounting Support

- Assist with invoicing, payment tracking, and premium reconciliation
- Update accounting entries related to policy transactions
- Support monthly reporting, broker statements, and financial documentation




- Ensure compliance with internal procedures and regulatory requirements

Offshore Coordination

- Work effectively across time zones
- Maintain professional communication with Canadian clients and partners
- Use CRM, AMS, and accounting tools to support daily operations

Qualifications

- 2-5 years of experience in insurance customer service (personal or commercial lines)
- Strong English communication skills (written and verbal)
- Experience with data entry and CRM/AMS systems
- Familiarity with insurance accounting workflows (asset: premium allocation, invoicing, reconciliation)
- Proficiency with Microsoft Office; experience with QuickBooks or similar tools is an asset
- Ability to work independently with strong attention to detail

Preferred Skills & Traits

- Highly organized and process‑driven
- Strong accuracy in data entry
- Customer‑focused with a problem‑solving mindset
- Comfortable working in a fast‑paced, remote environment
- Familiarity with the Canadian insurance market is an advantage

What We Offer

- Competitive compensation
- Training on Canadian insurance workflows
- Opportunity to grow within a digital, modern insurance operation
- Supportive team environment with explicit processes and expectations

Job Types : Full-time, Permanent

Pay: ₹15,000.00 - ₹31,671.32 per month

Benefits :

- Leave encashment
- Paid time off

Work Location: In person

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