Commercial Lines Insurance Expert

2 days ago

Taguig, National Capital Region, Philippines beBeeInsurer Full time ₱500,000 - ₱700,000
Job Overview:

We are seeking a highly skilled Commercial Lines Insurance Professional to join our organization. As a key team member in the Commercial Lines Department, you will play a critical role in educating current clients and attracting new ones.

Main Responsibilities:
  • Develop proposals for agency producers
  • Quote policies with top-rated carriers, including Auto-Owners, Liberty Mutual, The Hartford, and West Bend
  • Maintain up-to-date knowledge of products and markets
  • Cross-sell and expand existing accounts to focus on client retention and sales growth
  • Service existing clients through various channels, including in-person, email, and phone calls
Key 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
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
Technical & System Proficiency:
  • Experience with agency management systems
  • Proficiency in office software and 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

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