Business Development Specialist

9 hours ago

Iloilo City, Western Visayas, Philippines beBeeInsurance Full time ₱600,000 - ₱800,000
Commercial Lines Insurance Specialist

Job Description:

  • As a Commercial Lines Insurance Specialist, you will serve as a key team member in our department.
  • You will educate current clients and attract new ones.
  • Provide proposals for producers.
  • Quote policies with top-rated carriers.
  • 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 through various channels.
  • Quote and issue new policies.

Requirements:

  • 5-7 years of experience in Commercial Lines Insurance (preferred).
  • Strong understanding of Property & Casualty 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 and policy changes.
  • Ability to professionally manage phone calls and emails.
  • Strong listening skills and ability to handle objections.

Sales & Upselling Abilities:

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

Administrative & Process-Oriented Skills:

  • Ability to manage Certificates of Insurance, Evidence of Property Insurance, 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 for remarketing.

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.
  • A proactive approach to learning and adapting to new tasks.

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