At a glance
- Experience
- 1-2 years experience
- Workplace
- Hybrid
- Location
- Pune
About the role
- The Agency Support Representative is responsible for processing and auditing policy documentation for the Renter’s Insurance Verification Product.
- This role ensures resident-provided insurance documents meet community-specific coverage requirements and maintains database integrity through accurate policy lifecycle management.
Responsibilities
- Review resident-submitted Proof of Insurance (POI) documents against community-specific rules and coverage thresholds.
- Update resident policy records regarding coverage changes, cancellations, or reinstatements.
- Execute daily operational tasks in adherence to established Standard Operating Procedures (SOPs).
- Navigate work queues to meet daily targets for volume, turnaround time, and accuracy.
- Escalate complex, ambiguous, or non-standard insurance documents to US-based supervisors or SMEs.
- Handle resident Personally Identifiable Information (PII) securely in accordance with data privacy standards.
- Interpret insurance policy details including effective dates, liability limits, and interested party clauses.
- Perform repetitive data entry and document auditing tasks with precision and speed.
- Prioritize daily tasks to maintain optimal workflow distribution.
- Maintain professional written communications for internal account notes and status updates.
Requirements
- High-level English language proficiency (written and verbal).
- 1–3 years of experience in document processing, data verification, back-office operations, or insurance customer support.
- Experience navigating CRM platforms, ticketing software, and office productivity suites.
- Excellent visual accuracy for auditing numbers, names, dates, and fine print.
- Ability to prioritize tasks and meet deadlines in a fast-paced, high-stress environment.
- High School Diploma or equivalent.
Preferred qualifications
- Experience supporting US-based clients.
- Basic familiarity with Property & Casualty (P&C) insurance, specifically renter's or personal lines insurance concepts.
Workplace
- Collaborate with India-based peers and US-based leadership across overlapping time zones.
Skills
- Zendesk
- Microsoft Office
- Google Workspace
- CRM Platforms
- Data Entry
- Document Auditing