Commercial Insurance Specialist - Remote

Overview

The Commercial Insurance Specialist will manage client inquiries and convert them into sales, ensuring all processes are followed according to agency guidelines.

In Short

• Handle client service inquiries via various communication channels.
• Perform screening and appointment scheduling for clients.
• Maintain client files in the Salesforce System.
• Conduct annual renewal appointments with clients.
• Cross-sell supplemental products and refer prospects as needed.
• Lead marketing efforts through multiple platforms.
• Update Weekly Scorecard of Lead Indicators.
• Participate in courses for insurance and sales skills.
• Stay current with underwriting requirements and industry trends.
• Engage in special projects as requested by management.

Requirements

• Experience in clerical tasks and insurance coverages.
• Exceptional customer service skills.
• Ability to navigate complex policy documents.
• High attention to detail.
• Proven sales conversion skills.
• Strong oral and written communication skills.
• Ability to manage multiple projects effectively.
• Fluent English communication.
• Stable work record.
• Own computer and fiber internet connection.

Benefits

• Flexible working hours.
• Opportunity for professional development.
• Remote work environment.