Senior Commercial Insurance Representative

1 day ago

Angeles City, Central Luzon, Philippines beBeeCommercial Full time ₱450,000 - ₱600,000
Key Commercial Insurance Position:

A vital contributor to the success of our commercial insurance department, responsible for delivering exceptional service to current clients and attracting new ones.

  • Collaborate with agency producers to develop tailored proposals.
  • Utilize industry expertise to quote policies with top-rated carriers such as Auto-Owners, Liberty Mutual, The Hartford, and West Bend.
  • Maintain a comprehensive understanding of products and markets.

The ideal candidate will focus on client retention and sales growth by cross-selling and expanding existing accounts. They will provide personalized service to existing clients through in-person, email, or telephone interactions by preparing renewals, remarketing accounts, processing claims, and making policy changes.

  • Quote and issue new policies.
  • Issue Certificates of Insurance.
  • Provide Evidence of Property Insurance.
  • Offer Evidence of Homeowners Insurance for Mortgage Companies
  • Retrieve remarketing logs.
  • Enter renewal premiums into remarketing logs.
  • Remarket Personal Lines Ez Lynx insurance.

Requirements:

Insurance Knowledge & Experience
  • 5-7 years of experience in Commercial Lines Insurance (desired).
  • Strong comprehension of Property & Casualty insurance policies, coverages, and products.
  • Familiarity with Independent Insurance Agency operations.
  • Proficiency in quoting policies with major carriers (Auto-Owners, Liberty Mutual, The Hartford, West Bend).
Customer Service & Communication Skills
  • Excellent spoken and written English skills (articulate and friendly).
  • 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.
  • Experience working with Western clients or teams.
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 (e.g., Partners XE).
  • Proficiency in office software (Microsoft Office, Google Workspace).
  • 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.
  • 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 as outsourcing expands.

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