Commercial & Personal Lines Insurance VA (Florida experience)
Budget: $6 – $7 USD
Looking for an experienced Commercial & Personal Lines Insurance VA with 3+ years of experience working with US clients (Florida experience is a must).
Key Responsibilities:
Personal Lines:
Advise clients on personal insurance needs including auto, homeowners, renters, and umbrella coverage
Provide quotes, bind coverage, and manage policy renewals and changes
Ensure client satisfaction through proactive communication and policy reviews
Assist with claims support and policy servicing
Commercial Lines:
Assess business risks and recommend appropriate insurance solutions
Handle quoting, binding, and servicing of commercial policies
Build and maintain strong relationships with commercial clients and underwriters
Monitor renewals and ensure continued compliance and adequate coverage
Sales & Customer Service:
Generate new business through referrals, networking, and lead follow-up
Cross-sell and upsell personal and commercial products where appropriate
Provide top-tier customer service by responding promptly to inquiries
Stay updated on product offerings, market trends, and state regulations
Key Requirements:
Minimum 3+ years of experience in commercial and/or personal lines insurance (Florida)
Strong knowledge of insurance policies, coverages, and underwriting guideline
Experience supporting commercial agents/account managers, including Acord certificates COIs
Familiarity with using an agency management system (experience with QQ Catalyst is a plus)
The ability to read and understand policy documents (invoices, Acord forms, etc.)
Key Responsibilities:
Personal Lines:
Advise clients on personal insurance needs including auto, homeowners, renters, and umbrella coverage
Provide quotes, bind coverage, and manage policy renewals and changes
Ensure client satisfaction through proactive communication and policy reviews
Assist with claims support and policy servicing
Commercial Lines:
Assess business risks and recommend appropriate insurance solutions
Handle quoting, binding, and servicing of commercial policies
Build and maintain strong relationships with commercial clients and underwriters
Monitor renewals and ensure continued compliance and adequate coverage
Sales & Customer Service:
Generate new business through referrals, networking, and lead follow-up
Cross-sell and upsell personal and commercial products where appropriate
Provide top-tier customer service by responding promptly to inquiries
Stay updated on product offerings, market trends, and state regulations
Key Requirements:
Minimum 3+ years of experience in commercial and/or personal lines insurance (Florida)
Strong knowledge of insurance policies, coverages, and underwriting guideline
Experience supporting commercial agents/account managers, including Acord certificates COIs
Familiarity with using an agency management system (experience with QQ Catalyst is a plus)
The ability to read and understand policy documents (invoices, Acord forms, etc.)