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The role of Commercial Lines Account Associate (Bilingual – English & Spanish) offered by Savvital is a vital position within their team, focusing on supporting a U.S.-based commercial insurance agency. This organization is dedicated to providing diverse services tailored to small and medium-sized businesses in the international market. Their mission emphasizes the importance of strategic task delegation and ensuring that their clients can benefit from customized solutions.
Savvital prides itself on being a forward-thinking organization. They aim to empower businesses by delivering affordable solutions that contribute positively to their growth. Their team consists of motivated individuals who are well-educated and eager to add real value to client workflows. They believe in creating an ecosystem that incorporates a human touch, essential for every business.
In this position, you will be responsible for a range of activities associated with commercial insurance policies. This includes hands-on experience in workflows and account servicing. Candidates based in Peru will find this role particularly suitable, especially if you are already familiar with the U.S. insurance landscape, offering a backdrop of a competitive value in the commercial lines insurance sector.
The Commercial Lines Account Associate role entails several key duties such as:
Quoting & Submissions: You will engage in rating commercial insurance policies, constructing comprehensive carrier applications, and managing both quoting and requoting processes to ensure clients receive optimal coverage options.
ACORD Forms & Documentation: The role involves your input in completing, updating, and processing standard ACORD forms to ensure highly accurate policies are documented for carrier submissions. A keen eye for detail is essential here.
Policy Servicing & Updates: Offering comprehensive management of policy lifecycles including endorsements, policy updates, and issuing Certificates of Insurance (COIs) will be part of your daily activities.
Renewals & Cancellations: You’ll proactively follow up on renewals, oversee customer email communication, and accurately execute any policy cancellations when necessary.
System Management & Audits: Keeping client and policy records immaculate in agency management platforms is crucial. You will be conducting routine audits of Customer Relationship Management (CRM) systems and carrier platforms.
Carrier Coordination: Finally, acting as a reliable liaison between top U.S. insurance carriers and your internal agency team ensures smooth policy progression, binding, and resolving any issues.
Savvital is looking for candidates with the following qualifications:
Experience: A minimum of 1+ years in professional commercial lines insurance operations is mandatory. This practical exposure is vital to familiarize oneself with day-to-day operations.
Language Proficiency: Candidates must be bilingual in both written and spoken English and Spanish at a native or professional level. Effective communication across cultural lines is crucial in this role.
Tech Savvy: Familiarity with insurance management systems such as Applied Epic, EZLynx, and PL Rater is highly preferred.
ACORD Forms Knowledge: Proven experience with standard ACORD documentation processes for carrier underwriting will be beneficial.
Carrier Familiarity: Candidates should have had prior involvement navigating agent portals and directly submitting applications to major U.S. carriers like The Hartford, Travelers, Progressive, and others.
Detail-Oriented Mindset: A strong attention to detail, accuracy in data entry, and a proactive demeanor towards renewal deadlines and carrier requisites are essential attributes for success in this role.
Savvital offers a competitive base salary that reflects the market standards in the insurance sector. In addition, various allowances are provided to cover:
Additionally, medical insurance is included as part of the comprehensive benefits package. Performance incentives, such as performance-based bonuses, targets (both team and individual), and opportunities for annual increments are part of the organization’s reward structure.
As an appreciation of the team’s collective success, Savvital also provides company-wide success bonuses.
This role at Savvital is an exciting opportunity for bilingual insurance professionals looking to leverage their expertise in a supportive and innovative environment. With solid benefits and a commitment to professional development, the position serves as a stepping stone for motivated candidates to thrive in the commercial insurance field.
This job offer was originally published on himalayas.app
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