Handle incoming customer calls and assist with insurance-related inquiries in Cantonese or Mandarin and English.
Process policy changes, prepare quotes, and coordinate with insurance carriers for smooth policy servicing.
Maintain accurate customer records and follow up on pending matters using agency management systems.
Savvital provides diversified services to small and medium-sized businesses in the international market, enabling them to build their future with customized solutions. Their team of educated experts is motivated to handle tasks that add real capacity to a client's workday, with a culture focused on affordable solutions and a human touch.
Prospect and generate new business through networking, referrals, cold outreach, and social media.
Conduct consultative conversations to identify insurance needs and present customized solutions.
Collaborate with account managers to ensure client service and retention while participating in weekly training.
SOGO Insurance is an insurance agency specializing in commercial and personal lines insurance solutions. The company fosters a growth-focused, performance-driven culture with a dedicated support team and long-term career opportunities.
Proactively contact financial advisors through outbound calls, targeting at least 60 calls per day.
Use consultative, question-based selling to understand advisor needs and recommend tailored insurance solutions.
Execute targeted sales campaigns, maintain Salesforce records, and share market insights with the team.
A dynamic insurance sales team focused on building trusted relationships with financial advisors and driving business growth. The team operates in a fully remote, performance-driven environment that values employee well-being, collaboration, and continuous learning.
Work closely with licensed Risk Advisors to support commercial insurance renewals, placement, and policy servicing.
Generate Certificates of Insurance (COIs) and prepare documentation for underwriters and wholesalers.
Maintain accurate client records, process billing and audits, and coordinate with carriers and internal teams.
Frontier, a subsidiary of Fresh Prints, helps companies grow full-time, cross-functional teams abroad by hiring smart people and placing them into top companies. It is a fully remote, fast-growing company with a 150-person team, mainly based in India and the Philippines, and has never lost a client in three years.