Commercial Lines Insurance Specialist (Remote)
Snapscale
Date: 9 hours ago
City: Talisay
Contract type: Full time
- Serve as a key team member in the Commercial Lines Department, including educating current clients and attracting new ones.
- Provide proposals for agency producers.
- Quote policies with top-rated carriers in the industry, such as Auto-Owners, Liberty Mutual, The Hartford, and West Bend.
- Maintain up-to-date knowledge of products and markets.
- Focus on client retention and sales growth by cross-selling and expanding existing accounts.
- Service existing clients in person, by email, or via telephone by preparing renewals, remarketing accounts, processing claims, and making policy changes.
- Quote and issue new policies.
- COI - Certificates of Insurance
- EOP - Evidence of property insurance
- Evidence of homeowners insurance for Mortgage companies Auto ID's
- Pull the remarketing logs
- Enter the renewal premiums into remarket logs
- Personal Lines Ez Lynx remarketing insurance
Insurance Knowledge & Experience
- 5-7 years of experience in Commercial Lines Insurance (preferred).
- Strong understanding of Property & Casualty (P&C) insurance policies, coverages, and products.
- Familiarity with the operations of an Independent Insurance Agency.
- Knowledge of quoting policies with major carriers (Auto-Owners, Liberty Mutual, The Hartford, West Bend).
- Excellent spoken and written English skills (articulate and friendly).
- Experience handling customer inquiries, policy changes, and claims assistance.
- Ability to professionally manage and respond to phone calls and emails.
- Strong listening skills and ability to handle objections or concerns effectively.
- Experience working with Western clients or teams.
- Ability to recognize opportunities for cross-selling or upselling policies.
- Persuasive communication skills to offer additional products where appropriate.
- Ability to manage Certificates of Insurance (COI), Evidence of Property Insurance (EOP), and Homeowners Insurance documentation.
- Experience with remarketing logs and tracking renewals.
- Proficiency in processing claims, renewals, and policy modifications.
- Experience with agency management systems (e.g., Partners XE).
- Proficiency in office software (Microsoft Office, Google Workspace).
- Familiarity with quoting platforms like Ez Lynx for remarketing.
- Ability to accurately process multiple tasks under deadlines.
- Strong attention to detail to ensure quality and compliance.
- Ability to work independently while ensuring alignment with company SLAs.
- Strong problem-solving skills and ability to handle complex insurance issues.
- Ability to maintain a professional demeanor in all interactions.
- A proactive approach to learning and adapting to new tasks as outsourcing expands.
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