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.

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.

Medical Insurance: Comprehensive health coverage included.
Allowances: Dedicated allowances for Internet, Electricity, and Wellbeing.
Performance Incentives: Performance-based bonuses, individual/team targets, and annual increments.
Success Sharing: Company-wide success bonuses.

Commercial Lines Account Associate – Bilingual, English & Spanish

Key skills