Commercial Lines Insurance Sales Assistant

Position Title: Commercial Lines Insurance Sales Assistant (Remote)

Responsibilities

• -Handle outbound calls and follow-ups with potential leads to offer commercial insurance products.
• -Make follow-up calls regarding overdue payments with commercial clients.
• -Enter client information and policy details into insurance management systems.
• -Generate insurance quotes for business/commercial clients.
• -Collect renewal payments and process payment transactions.
• -Follow up on requests for Certificates of Insurance (COIs) and additional insurance needs.
• -Communicate with underwriters in English regarding policy details and coverage questions.
• -Provide customer service support to Spanish-speaking commercial clients.
• -Process additional insurance requests and policy changes/endorsements.

Requirements

• -Fluent bilingual communication in Spanish and English (written and verbal).