Agent Support Specialist – Property & Casualty (P&C) – Commercial

Remote Work Opportunity: Grow Your Career from Home at PeopleBlue Virtual Assistants. We connect top Latin American talent with high-growth companies in the United States. We offer more than just a position; we provide a space where your personal, professional, and economic development truly matters. Whether you are looking for part-time or full-time roles, we have a place for you.

Role Overview

We are seeking a skilled Agent Support Specialist with experience in Property & Casualty (P&C) insurance, specializing in commercial lines. This role involves direct client interaction, providing exceptional customer service, assisting clients with commercial insurance quotes, and helping them navigate the insurance process. The ideal candidate will have hands-on experience in managing client inquiries, addressing their needs, and ensuring smooth communication between the clients and internal teams.

What We Offer

• 100% remote work to enjoy the flexibility and comfort of working from home.
• A people-centered culture that prioritizes balance, growth, and support.
• Competitive salary with annual reviews for adjustments.
• Paid vacation so that you can rest as well.
• Medical leave coverage (subject to case review).
• The chance to become part of a growing network of outstanding Latin American professionals making an impact globally.

Key Responsibilities

• Assist clients directly in drafting and finalizing commercial P&C insurance quotes, based on their needs and requests.
• Communicate directly with clients, explaining coverage options, pricing, and policy details in clear, client-friendly language.
• Provide guidance to clients throughout the insurance process, addressing questions, providing recommendations, and ensuring their needs are fully met with suitable insurance solutions.
• Ensure client satisfaction by managing and resolving client concerns related to their commercial policies.
• Track and manage policy renewals, endorsements, and other client service requests for commercial clients.
• Provide ongoing support to clients, ensuring a smooth and responsive experience throughout the lifecycle of their policy.
• Collaborate with internal teams, including underwriting, to ensure that all quotes and policies comply with company standards and industry regulations.

Requirements

• Minimum of 2 years of experience in commercial Property & Casualty (P&C) insurance, with expertise in drafting quotes, documentation processing, and claims management.
• Excellent written and verbal communication skills in English.
• Solid knowledge of common insurance concepts and terminology, with proven ability to handle client data.
• Strong analytical, reporting, and problem-solving skills to assist clients in the insurance process.
• Ability to prioritize tasks and work independently in a remote environment.
• Experience in sales is a plus, especially in a commercial insurance setting.
• Proficiency in Microsoft Office Suite and Google Workspace.
• Familiarity with communication tools such as Slack, Zoom, and Microsoft Teams.
• Project management tools: Experience with Asana, Trello, or similar tools is preferred.
• CRM or database management tools: Experience with HubSpot, Salesforce, Zoho, or similar platforms.
• Operating system: Running Windows 10 or later, or an updated version of macOS.
• RAM: Minimum 8 GB.
• Internet speed: Minimum 25–50 Mbps.

PeopleBlue Recruitment Process

At PeopleBlue, we follow a structured process to ensure each candidate aligns with our clients' profiles and culture. Our steps include:

1. Initial HR Interview

We assess your general profile, experience, motivations, and availability.

2. Psychometric Assessment

We apply tests to understand your competencies, work style, and personality traits.

3. Employment Reference Check

We verify your experience with former employers or supervisors.

4. Operations Team Interview

We validate your technical skills, communication abilities, and English proficiency (if applicable).

5. Client Interview

We coordinate an interview with the hiring company.

6. Contract Signing

We formalize your onboarding as a Virtual Assistant.