Commercial & Personal Lines Insurance VA (Florida experience)
Vor 6 Tagen
We are looking for an experienced Commercial & Personal Lines Insurance VA with 2+ years of experience working for US firms. You will be working with the same client and will be placed with one client permanently. This is a long-term, permanent role.
Key Responsibilities:Personal Lines:
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Advise clients on personal insurance needs including auto, homeowners, renters, and umbrella coverage
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Provide quotes, bind coverage, and manage policy renewals and changes
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Ensure client satisfaction through proactive communication and policy reviews
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Assist with claims support and policy servicing
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Assess business risks and recommend appropriate insurance solutions
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Handle quoting, binding, and servicing of commercial policies (general liability, commercial auto, property, BOPs, workers' comp, etc.)
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Build and maintain strong relationships with commercial clients and underwriters
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Monitor renewals and ensure continued compliance and adequate coverage
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Generate new business through referrals, networking, and lead follow-up
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Cross-sell and upsell personal and commercial products where appropriate
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Provide top-tier customer service by responding promptly to inquiries
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Stay updated on product offerings, market trends, and state regulations
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Minimum 2+ years of experience in commercial and/or personal lines insurance
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Strong knowledge of insurance policies, coverages, and underwriting guideline
Experience supporting commercial agents/account managers, including Acord certificates COIs
Familiarity with using an agency management system (experience with QQ Catalyst is a plus)
The ability to read and understand policy documents (invoices, Acord forms, etc.)
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