CSR Insurance Brokerage (SME)

Main Activities

Policy Servicing & Carrier Coordination:

• Support policy servicing activities within an insurance brokerage or agency environment.
• Coordinate with multiple insurance carriers for policy inquiries, endorsements, renewals, and updates.
• Issue and process policy endorsements using broker management systems (e.g., AMS, Applied Epic, or similar).
• Act as an intermediary between clients, agents, and insurers, ensuring accurate and timely information exchange.
• Ensure all policy documentation and servicing processes comply with regulatory and internal guidelines.

Billing, Premium & Receivables Management:

• Manage and resolve billing discrepancies, premium adjustments, and payment‑related issues.
• Handle premium collections, receivables inquiries, and account reconciliations.
• Respond to billing‑related questions from insureds, agents, and carriers with accuracy and professionalism.
• Maintain detailed records and documentation in compliance with regulated industry standards.

Communication & Call Handling:

• Handle volume inbound and outbound calls involving insureds, agents, and insurance carriers.
• Serve as the primary point of coordination for policy and billing inquiries in a brokerage or agency setting.
• Provide clear explanations of policy changes, billing details, and next steps to stakeholders.
• Maintain service level expectations in a fast‑paced, customer‑focused environment.

• College graduate with at least 12 months of BPO experience; or
• Completed at least 2 years in college with a minimum of 18 months BPO experience

• Insurance background in non-life focused on property and casualty insurance. home and auto loan type