Commercial Lines Insurance Specialist (Remote)

Snapscale


Date: 10 hours ago
City: Davao
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

Requirements:

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).

Customer Service & Communication Skills

  • 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.

Sales & Upselling Abilities

  • Ability to recognize opportunities for cross-selling or upselling policies.
  • Persuasive communication skills to offer additional products where appropriate.

Administrative & Process-Oriented Skills

  • 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.

Technical & System Proficiency

  • 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.

Time Management & Organization

  • 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.

Professionalism & Work Ethic

  • 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.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Technical Sales Executive (Davao/CDO)

Dempsey Resource Management, Davao
6 hours ago
Job RoleExecution of business unit sales strategies and campaigns to drive revenue growth.Development of key accounts.Management and maintenance of sales funnel and ensures all sales administration is keptcurrent using the Database.Performance of all necessary sales processes using the agreed platform.Seeks out new opportunities through cold calls, networking, and social media.Preparation and conduct of appropriate product discussions.Ensures company remains proactive and...

Brigade Support Officer (RFSO1) Rural Fire Service Queensland - Central Region

Queensland Government, Davao
1 week ago
Rural Fire Service Queensland (RFSQ) Area Offices are responsible for providing support to Rural Fire Brigades and volunteers. As the primary local contact point, Areas connect local needs with District, Regional, and State resources to enhance training, mitigation activities, asset management, and brigade operations. The main purpose of the Areas is to provide seamless and responsive support to volunteers to...

Head of Finance Asia

Bachy Soletanche Singapore, Davao
1 week ago
Report discriminatory job ad to TAFEPRoles & ResponsibilitiesProvide leadership to regional Finance function, and direct the activities of general accounting functions across all Santen Asia subsidiaries (including general ledger and accounts payable/ receivables), ensuring adequate cost accounting processes in placeResponsible for cash flow forecasting, treasury function and tracking and controlling of fixed assets, including leased equipmentEnsure accurate compilation, consolidation, analysis...