
Account Services Representative
5 days ago
Account Services Representative – Personal Lines
Hybrid |
Full-Time
Company Description
At
Transcend Insurance
, our mission is simple: empower independent insurance agencies across the U.S. by delivering reliable, high-quality
remote Customer Service Representative (CSR)
support that aligns with their needs.
We provide scalable virtual staffing solutions that allow agencies to streamline operations, grow confidently, and deliver exceptional customer experiences — even in today's fast-evolving insurance landscape.
Role Overview
We are looking for a
Personal Lines Account Services Representative
to join our growing team in Islamabad. In this full-time, on-site role, you will serve as a vital extension of U.S.-based insurance agencies, supporting their day-to-day personal lines operations with accuracy, professionalism, and a proactive mindset.
You'll be handling a wide variety of tasks that help agencies retain clients, stay compliant, and maintain smooth operations — all while ensuring policyholders receive timely and effective service.
Key Responsibilities
Quoting & Comparisons
Generate accurate and competitive quotes; summarize and present coverage options to agency teams.
Policy Endorsements
Process policy updates and changes using carrier portals or agency management systems (AMS).
Renewal Management
Coordinate upcoming renewals by preparing necessary documentation and ensuring timely client follow-up.
Remarketing Incoming Renewals
Review expiring policies to ensure competitive pricing and coverage; re-shop when appropriate.
Non-Renewal Follow-up
Investigate non-renewals, communicate with clients, and assist in securing alternative coverage options.
Underwriting Communication
Work directly with underwriters to obtain clarifications, submit documents, and get approvals.
Billing & Payments
Handle billing questions, process payments, and resolve account discrepancies.
Client Communication
Answer client emails, make follow-up calls, and ensure satisfaction throughout the service process.
AMS Updates
Maintain accurate records and activity logs in the agency's management system.
Cancellation Management
Process cancellations from initiation through completion while coordinating with clients and carriers.
Replacement Cost Estimations (RCEs)
Assist in creating accurate property replacement cost estimates and related documentation.
Requirements
- Strong written and verbal
English communication skills - Prior experience in
customer service
, ideally in the
insurance industry - Solid knowledge of
personal lines insurance
(home, auto, etc.) - Proficiency with
AMS platforms
and carrier portals is a plus - Strong
organizational and time management
abilities - Ability to handle multiple tasks and priorities in a fast-paced environment
- Professionalism, attention to detail, and a client-first mindset
- Relevant
certifications or coursework
in insurance or finance are beneficial
Why Work With Transcend Insurance?
- Be part of a growing company that supports professional development
- Get exposure to U.S. insurance operations and technology
- Join a supportive, collaborative team environment
- Contribute meaningfully to the success of real insurance agencies across the U.S.
Ready to grow your career in insurance with a company that values both performance and people?
Submit your resumes to
Apply now and become a key part of the Transcend team.
InsuranceJobs #CustomerService #RemoteStaffing #InsuranceCareers #PakistanJobs #CSR #PersonalLines #TranscendInsurance #AccountRepresentative #InsuranceSupport-
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