Commercial Lines Account Associate, Bilingual – English & Spanish
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Job Description
Commercial Lines Account Associate at Savvital supporting U.S.-based commercial insurance operations. Seeking bilingual candidates with commercial lines experience and strong organizational skills.
Responsibilities:
- Rating commercial insurance policies, building comprehensive carrier applications, and handling the quoting and requoting process to ensure optimal coverage options.
- Completing, updating, and processing standard ACORD forms to prepare highly accurate policy documentation for carrier submissions.
- Managing the full lifecycle of policy servicing, including handling endorsements, processing policy updates, and issuing Certificates of Insurance (COIs).
- Conducting proactive renewal follow-ups, managing renewal email communication sequences, and executing policy cancellations accurately.
- Maintaining immaculate, up-to-date client and policy records inside the agency management platforms and conducting routine CRM and carrier platform audits.
- Functioning as a reliable bridge between top U.S. insurance carriers and internal agency team members to ensure smooth policy progression, binding, and issue resolution.
Requirements:
- 1+ years of professional experience specifically working in commercial lines insurance operations.
- Native or professional-level bilingual fluency in both written and spoken Spanish and English.
- Direct, hands-on experience utilizing Applied Epic, EZLynx, and PL Rater is highly preferred.
- Demonstrated experience completing, reviewing, and preparing standard ACORD documentation for carrier underwriting.
- Prior experience navigating agent portals and submitting applications directly to top U.S. carriers, including but not limited to: The Hartford, Travelers, Foremost, Progressive, Acuity, and Nationwide.
- High attention to detail, strong data entry accuracy, and a proactive approach to managing renewal deadlines and carrier requirements.
Benefits:
- Allowances: Dedicated allowances for Internet, Electricity, and Wellbeing.
- Medical Insurance: Comprehensive health coverage included.
- Performance Incentives: Performance-based bonuses, individual/team targets, and annual increments.
- Success Sharing: Company-wide success bonuses.
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