Agente Bilingue Ensurance

Support the Sales Executive and Account Manager in servicing, retaining, and managing commercial clients. Gain valuable exposure to Account Management responsibilities and contribute to overall client satisfaction through internal assistance.

Essential Functions/Responsibilities
- Handle client policies, endorsements, audits, cancellations, and reinstatements
efficiently.
- Conduct thorough audits of insurance policy documents and collaborate with
Insurance Carriers and Account Managers to rectify inaccuracies.
- Generate schedules and summaries of insurance for client reference.
- Facilitate the setup and issuance of renewal and new certificates of insurance and
evidence of property as needed.
- Review certificate requirements against the current program, identifying
differences, and advise the service team and insured accordingly. Request
endorsements when necessary.
- Maintain accurate and up-to-date information in agency management systems.
- Create and manage tasks for follow-up to ensure timely completion.
- Handle accounting-related transactions, including complex and multi-client
invoicing.
- Gather renewal information and prepare applications and schedules for the
Account Management team.
- Assist the Account Management team in delivering exceptional client service and
achieving client retention goals.
- Draft proposals to address client needs effectively.
- Manage loss run requests and prepare claims summaries for review.
- Generate and manage Auto ID Cards for clients.
- Assist with billing and invoicing questions and resolve issues as they arise.
- Create Claims Manual and other client deliverables to ensure clear communication
and understanding.