Customer Service Representative (AMS 360)

New
B
Brains and BrandsInsurance
Workable locations: Philippines. Metro Manila, Philippines. Johannesburg, Gauteng, South Africa. Cape Town, Western Cape, South Africa. Mexico City, Mexico City, Mexico. San José, San José Province, Costa RicaFull-Time
Salary not disclosed
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Job Details

Languages
Strong written and verbal communication skills in English
Required Skills
Customer serviceData entry

Requirements

  • Have proven professional experience working with AMS 360.
  • Have a background in insurance agency operations, customer service, or a related field.
  • Have strong written and verbal communication skills in English.
  • Demonstrate attention to detail and accuracy in data entry and record management.
  • Be organized and self-sufficient, and able to manage multiple open cases simultaneously.
  • Be comfortable working fully remotely with minimal oversight.
  • Insurance agency or brokerage experience is a plus.
  • Familiarity with personal lines, commercial lines, or benefits policy types is a plus.
  • Experience with other agency management systems is a plus.

Responsibilities

  • Handle inbound customer inquiries by phone, email, or chat.
  • Resolve customer issues and policy-related questions, escalating complex cases as needed.
  • Follow up on open items and close customer interactions properly.
  • Use AMS 360 to access, update, and manage customer and policy records.
  • Process policy changes, endorsements, renewals, and cancellations in AMS 360.
  • Maintain data integrity and flag record discrepancies for review.
  • Generate reports and retrieve information from AMS 360 for internal and client needs.
  • Maintain organized documentation and support data entry, record updates, and workflow coordination.
  • Identify recurring customer issues and share them with the team for process improvement.
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