Commercial Lines Account Associate – Bilingual, English & Spanish

This is a fully remote position, open to applicants in Peru.

📋 Description

• Evaluating commercial insurance policies, creating thorough carrier applications, and managing the quoting and requoting processes to guarantee optimal coverage choices.

• Completing, updating, and processing standard ACORD forms to produce highly precise policy documentation for carrier submissions.

• Overseeing the entire lifecycle of policy servicing, which includes managing endorsements, processing policy updates, and issuing Certificates of Insurance (COIs).

• Performing proactive renewal follow-ups, organizing renewal email communication sequences, and executing policy cancellations with precision.

• Keeping impeccable, current client and policy records within the agency management systems and conducting regular audits of CRM and carrier platforms.

• Serving as a dependable link between leading U.S. insurance carriers and internal agency personnel to ensure seamless policy progression, binding, and resolution of issues.

⛳️ Requirements

• A minimum of 1 year of professional experience specifically in commercial lines insurance operations.

• Native or professional-level bilingual proficiency in both written and oral Spanish and English.

• Direct, hands-on experience with Applied Epic, EZLynx, and PL Rater is strongly preferred.

• Proven experience in completing, reviewing, and preparing standard ACORD documentation for carrier underwriting.

• Previous experience navigating agent portals and submitting applications directly to leading U.S. carriers, including but not limited to: The Hartford, Travelers, Foremost, Progressive, Acuity, and Nationwide.

• Exceptional attention to detail, strong data entry accuracy, and a proactive approach to managing renewal deadlines and carrier requirements.

🏝️ Benefits

• 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.