Commercial Lines Development Specialist

1 day ago

Paranaque City, Calabarzon, Philippines beBeeCommercial Full time ₱375,000 - ₱525,000
Job Role:

This is a crucial position within our organization that focuses on Commercial Lines. As a key member of this team, you will be responsible for educating clients and expanding our customer base.

To achieve this, you will need to provide comprehensive proposals for producers, quote policies with top-rated carriers such as Auto-Owners, Liberty Mutual, The Hartford, and West Bend, and maintain up-to-date knowledge of products and markets. Furthermore, you will focus on client retention and sales growth by cross-selling and expanding existing accounts.

Key Responsibilities:
  • Serve as a key team member in the Commercial Lines Department
  • Provide proposals for agency 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 in person, by email, or via telephone
Requirements:Insurance Knowledge & Experience:
  • 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, 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
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, 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
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

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