Bilingual Call Center Underwriter - Commercial Lines

Team Focus Insurance Group; Colorado; On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Bilingual Call Center Underwriter to join their dynamic team. In this role, you will develop and maintain relationships with insureds and agents, providing exceptional concierge service. This position involves answering inquiries about commercial policy coverage, quoting new business, and supporting sales agents. With a commitment to employee growth, the company offers a collaborative remote work environment and numerous benefits, including competitive salaries, flexible work-life balance, and opportunities for professional advancement. If you are passionate about the insurance industry and excel in customer service, this opportunity is perfect for you.

Benefits

Medical, Dental, Vision Insurance

401K Match

Work-Life Balance

Paid Parental Leave

Tuition Reimbursement

Employee Support Programs

Flexible Spending Account

Short and Long-Term Disability

Commuter Benefits

Matching Charitable Gift Program

Qualifications

• Experience in servicing or selling Property & Casualty Insurance.
• Bilingual skills are essential for effective communication.

Responsibilities

• Provide concierge service to insureds and agents via phone.
• Quote new business and prepare policy change requests.

Skills

Bilingual English/Spanish

Customer Service

Communication Skills

Problem Solving

Education

Associate or Bachelor's Degree

2-4 years Agency Experience

Tools

Outlook

Internet Browser

Microsoft Teams

Job description

Bilingual Call Center Underwriter

Apply remote type Remote locations Remote USA time type Full time posted on Posted 7 Days Ago job requisition id JR102909

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 orders 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 reports 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.

Why join the FOCUS Team?

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account
• Competitive Salaries
• 401K Match
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
• Short and Long-Term Disability
• Employee Support Programs, Including Mental Health
• Tuition Reimbursement
• Matching Charitable Gift Program
• Lucrative Referral Program
• Commuter Benefits
• Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington.

EEO

Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [e-mail]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.