Business Development Specialist

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeInsurance Full time ₱2,000,000 - ₱4,000,000
Commercial Lines Insurance Specialist Job Description

We are seeking a highly skilled Commercial Lines Insurance Specialist to join our team. This individual will play a key role in the Commercial Lines Department, educating current clients and attracting new ones.

The successful candidate will be responsible for providing proposals for agency producers, quoting policies with top-rated carriers, and maintaining up-to-date knowledge of products and markets.

In this role, you will focus on client retention and sales growth by cross-selling and expanding existing accounts. You will also service existing clients through renewals, remarketing accounts, processing claims, and making policy changes.

You will work closely with the team to quote and issue new policies, COI - Certificates of Insurance, EOP - Evidence of property insurance, and Evidence of homeowners insurance for Mortgage companies Auto ID's.

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.
  • Customer Service & Communication Skills:
  • • Excellent spoken and written English skills.
  • • Experience handling customer inquiries, policy changes, and claims assistance.
  • • Ability to professionally manage and respond to phone calls and emails.
  • 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.
  • • Proficiency in office software.
  • • Familiarity with quoting platforms like Ez Lynx.
  • Time Management & Organization:
  • • Ability to accurately process multiple tasks under deadlines.
  • • Strong attention to detail to ensure quality and compliance.
  • Professionalism & Work Ethic:
  • • Strong problem-solving skills and ability to handle complex insurance issues.
  • • Ability to maintain a professional demeanor in all interactions.

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