Bi-Lingual Commercial Lines Insurance Specialist

Overview
InsureWise, LLC is seeking to add another Commercial Insurance Account Manager to our team! This position will collaborate with the agency producer to eventually service and manage a book of commercial lines insurance accounts. The ideal candidate for this role will have a valid Property & Casualty Insurance License and/or 2 years experience working in Commercial Insurance.

Responsibilities

• Quoting & binding of commercial policies (such as General Liability, Workers’ Compensation, Builder’s Risk, Business Auto, etc.) for assigned accounts.
• Analyzing accounts to ensure clients have the appropriate coverages and making coverage recommendations to clients.
• Completing the renewal process prior to the expiration of a client’s policy, including reaching out to the client to obtain all needed documentation and obtaining renewal quotes to present to the client.
• Adding endorsements to policies when needed.
• Issuing Certificates of Insurance to certificate holders and upon request.
• Preparing and delivering all applicable documents to clients.
• Following up to make sure documents are received and have been completed.
• Maintain client relationships by phone and email, and through in-person meetings when necessary.
• Contacting insurance carrier representatives when necessary.
• Staying well documented throughout all processes including quoting, binding, renewals, endorsements, cancellations, etc.
• Maintaining accurate and up-to-date data in AgencyPro, our agency management system.
• Advise and collaborate with Producer to solve issues that may arise on accounts.
• Respond to all client and prospect inquiries timely
• Scanning appropriate documents and saving into clients’ folders.
• Answering phones when necessary.
• Other relevant tasks as assigned by Management.

Qualifications

• Bi-Lingual
• Proven experience in P&C insurance required
• Proficiency in analyzing insurance policies and coverage options
• High school diploma or equivalent required
• Proficiency in Microsoft Office and other basic computer applications required
• College degree is desired
• P&C Insurance License desired
• Bilingual proficiency in Spanish is a plus

Skills

• Dependability
• Initiative and diligence
• Analytical Skills with attention to detail
• Problem solving skills with the ability to reach out to others for clarification or further instruction when needed.
• Good time management, prioritization, and organizational skills
• Strong interpersonal and client relations skills
• Good communication and active listening skills
• Ability to work independently and as part of a team

Schedule

• Monday-Friday
• 40 hours per week
• In office - located in Prairieville, Louisiana

Benefits

• Starting pay of $19.00 per hour depending on experience and qualification.
• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off

Join our team as a Commercial Lines Account Manager and take your career to the next level!

Job Types: Full-time, Permanent

Pay: From $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Bonus opportunities

Ability to Commute:

• Prairieville, LA 70769 (Required)

Ability to Relocate:

• Prairieville, LA 70769: Relocate before starting work (Required)

Work Location: In person

Salary : $19