About the job
Join our dynamic team at Distro as a Bilingual Licensed Insurance Virtual Assistant, where your expertise will drive our Commercial Lines operations forward. We are looking for an adept professional fluent in both English and Spanish, who possesses a robust understanding of U. S. commercial insurance processes. This position is perfect for an experienced insurance specialist who thrives in a fast-paced environment and can independently manage the full policy lifecycle with ease.
Key Responsibilities:
- Oversee policies from initial quote to binding, endorsement, and renewal.
- Accurately process endorsements, cancellations, and policy updates.
- Conduct renewals and remarketing strategies to ensure competitive coverage and pricing.
- Maintain meticulous records within our agency management system (AMS).
- Communicate effectively with clients via phone, email, and messaging platforms.
- Clearly articulate coverage options, policy terms, and premiums to clients.
- Assist clients with inquiries and policy modifications.
- Perform multi-carrier quoting and coverage analysis.
- Collaborate directly with carriers to bind, amend, and renew policies.
- Efficiently navigate carrier portals and underwriting requirements.
- Accurately process endorsements, cancellations, and policy updates.
- Conduct renewals and remarketing strategies to ensure competitive coverage and pricing.
- Maintain meticulous records within our agency management system (AMS).
- Communicate effectively with clients via phone, email, and messaging platforms.
- Clearly articulate coverage options, policy terms, and premiums to clients.
- Assist clients with inquiries and policy modifications.
- Perform multi-carrier quoting and coverage analysis.
- Collaborate directly with carriers to bind, amend, and renew policies.
- Efficiently navigate carrier portals and underwriting requirements.
Experience Requirements:
- Demonstrated experience with independent insurance brokerages.
- In-depth knowledge of U. S. insurance markets and carriers.
- Proven track record of supporting B2B clients or high-level commercial accounts.
- Active U. S. Property & Casualty Insurance License.
- 2–5 years of experience in Commercial Lines insurance support.
- Strong grasp of policy lifecycle management.
- Experience with Applied Epic or similar insurance agency management systems.
- In-depth knowledge of U. S. insurance markets and carriers.
- Proven track record of supporting B2B clients or high-level commercial accounts.
- Active U. S. Property & Casualty Insurance License.
- 2–5 years of experience in Commercial Lines insurance support.
- Strong grasp of policy lifecycle management.
- Experience with Applied Epic or similar insurance agency management systems.
