Insurance Associate

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

📋 Description

• Professionally respond to incoming calls in both English and Spanish.

• Conduct outbound calls for follow-ups, renewals, and updates on policies.

• Assist Spanish-speaking clients in their language of choice.

• Address general inquiries and direct licensing-related questions to licensed personnel.

• Manage client emails and written communications in both languages.

• Create new business quotes and requotes for personal and commercial insurance across various carriers.

• Collect prospect details and complete the initial quote intake process.

• Organize and prepare quote information for review by licensed staff.

• Aid in the completion of ACORD applications and the preparation of proposals.

• Verify coverage options, pricing, and underwriting requirements for precision and compliance.

• Input data and maintain records in EzLynx.

• Process changes to policies, endorsements, renewals, cancellations, and general service requests.

• Manage certificates of insurance, mortgagee updates, and adjustments to driver/vehicle information.

• Assist with the preparation for renewals and follow up on pending cancellations.

• Provide support to agents with documentation, follow-ups, and inquiries related to policies.

• Manage servicing for personal lines, including auto, homeowners, condo, renters, umbrella, motorcycle, boat, RV, and ATV policies.

• Gather underwriting documentation and loss runs for commercial lines.

• Prepare submission packages for licensed producers.

• Follow up with underwriters and insurance carriers.

• Handle certificates of insurance, requests for additional insured, and endorsements.

• Communicate with insurance carriers for quotes, updates on policies, and clarifications.

• Navigate carrier portals to access documents and submit necessary information.

• Maintain and update client records in CRM systems.

• Track the status of policies, renewals, and follow-up activities.

• Manage scheduling, calendars, and email triage.

• Organize insurance documents, proposals, and policy files.

• Assist internal teams with reporting, data entry, and workflow management.

⛳️ Requirements

• Must demonstrate fluency in both spoken and written English and Spanish.

• A Bachelor's degree (4-Year) is preferred, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.

• Prior experience in the insurance sector, particularly in personal and/or commercial lines, is preferred.

• Proficiency in EzLynx is preferred, or the ability to quickly learn the system.

• A professional and friendly phone demeanor, capable of building trust with a diverse clientele over calls.

• Strong attention to detail with the ability to juggle multiple tasks and meet deadlines.

• Dependable and proactive, with the ability to manage follow-ups independently.

• Comfortable using CRM systems and navigating carrier portals.

• Experience with U.S. independent insurance agencies is advantageous.

🏝️ Benefits

• Allowances for internet, electricity, and wellbeing.

• Bonuses based on performance.

• Annual bonuses and salary increments.

• Company-wide success bonuses.