Insurance Sales and Service Specialist

2 days ago


Davao City, Davao, Philippines Snapscale Full time
About the Role

We are looking for a highly motivated and experienced Commercial Lines Insurance Specialist to join our team at Snapscale. As a key member of our Commercial Lines Department, you will play a critical role in educating and supporting our clients, while also driving sales growth and client retention.

Main Responsibilities:

  • Develop and implement effective strategies to attract and retain commercial clients, leveraging your expertise in P&C insurance policies and products.
  • Collaborate with agency producers to develop and present proposals that meet client needs and drive sales growth.
  • Stay up-to-date on industry developments and market trends, ensuring you can provide exceptional service and advice to clients.
  • Foster strong relationships with clients, delivering personalized service and support to drive loyalty and advocacy.
  • Analyze data and metrics to identify opportunities for cross-selling and upselling, developing targeted strategies to drive business growth.
  • Manage and maintain accurate records, including COI, EOP, and homeowners insurance documentation, ensuring seamless transitions and renewals.
  • Utilize Ez Lynx and other relevant systems to streamline processes and improve efficiency.

Requirements:

  • A minimum of 5-7 years of experience in Commercial Lines Insurance, with a strong understanding of P&C insurance policies and products.
  • Excellent communication and interpersonal skills, with the ability to articulate complex information clearly and professionally.
  • Strong analytical and problem-solving skills, with the ability to analyze data and develop targeted strategies to drive business growth.
  • Ability to work independently while ensuring alignment with company SLAs and maintaining a professional demeanor in all interactions.


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