Commercial Lines Insurance Specialist

2 weeks ago


Cebu City, Central Visayas, Philippines CallTek Full time

Job Description:

We are seeking an experienced Commercial Lines Account Manager to join CallTek. The ideal candidate will be responsible for marketing and quoting commercial insurance policies, utilizing various carrier portals, and providing comprehensive proposals to clients.

Key Responsibilities
  • Policy Analysis: Review and analyze fact finders, ACORD applications, and supplemental applications to determine appropriate coverages and limits.
  • Quote Procurement: Obtain quotes through Tarmika or directly from carrier portals based on client need.
  • Proposal Generation: Utilize Applied Epic agency management system to generate proposals and premium financing options.
  • Marketing Strategies: Develop competitive insurance packages by using alternative marketing strategies, including mono-line and package policies with different carriers.
  • Client Communication: Communicate with carriers, underwriters, and clients via email and phone to expedite quotes.
  • Documentation Accuracy: Ensure accuracy and completeness of insurance documentation.
  • Customer Service: Provide excellent customer service and support throughout the sales and underwriting process.

Requirements:

  • Experience: Minimum 2 years of experience in commercial lines within an insurance company (mandatory).
  • Customer Service: Background in customer service and back-office support is preferred.
  • Language Skills: Advanced English proficiency (spoken and written) is required.
  • Bonus Skills: Spanish proficiency is a plus, insurance licensing is a bonus but not required.
  • Communication Skills: Strong communication skills to effectively interact with English-speaking clients.
  • Remote Work: Experience working in a remote setting is a plus.


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