About the Role
Bilingual Call Center Underwriter – Commercial Lines
FOCUS
Remote, United States of America
Company Overview
FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations.
When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates.
Summary:
Develop, support, and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Receives incoming phone calls for endorsement activity, in-depth coverage questions, routine coverage questions, renewals, and checking and issuing binders, certificates, and policies.
- Quotes new business, policies and/or coverage for new and existing clients, on behalf of the carrier.
- Experience with commercial policies, including Business Owners Policy (BOP), Workers’ Compensation (WC), Umbrella, Commercial Auto, Cyber and others.
- Prepares and/or order policy change requests.
- Reviews expirations in advance of the renewal date to review coverages.
- Prepares and/ provides service and support to other sales agents.
- Actively seeks to cross-sell other coverages to existing clients.
- Takes claim information and report new claims to the company.
- Maintains adequate suspense on outstanding items and follows up in a timely manner until its conclusion.
- Ability to work a regular 8am – 5pm ET., M-F shift.
Education/Experience:
Associate or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal or Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. Two (2) to four (4) years’ experience servicing or selling Property & Casualty Insurance. Previous call center experience a plus.
Computer Technical Skills:
- E-mail: Open your Outlook/Gmail. Start an E-mail, attach a document to the E-mail.
- Browser: Open an internet browser, save a page as your favorite, open another browser, minimize the browser.
- Communication: Open Teams, share your screen, minimize Teams.
Certificates and Licenses:
Active 2-20 General Lines Agent (Property and Casualty) license and ability to be licensed in all 50 states required.
Work Environment:
Ability to work effectively as part of a remote team, contributing to a positive and collaborative work environment.
Required Skills:
Bilingual English/Spanish verbal and written skills.
This position is not able to be performed in California, Colorado, New York or Washington.