We are looking for an experienced Commercial & Personal Lines Insurance VA with 2+ years of experience working for US firms. You will be working with the same client and will be placed with one client permanently. This is a long-term, permanent role.
Key Responsibilities:
Personal Lines:
* Advise clients on personal insurance needs including auto, homeowners, renters, and umbrella coverage
* Provide quotes, bind coverage, and manage policy renewals and changes
* Ensure client satisfaction through proactive communication and policy reviews
* Assist with claims support and policy servicing
Commercial Lines:
* Assess business risks and recommend appropriate insurance solutions
* Handle quoting, binding, and servicing of commercial policies (general liability, commercial auto, property, BOPs, workers' comp, etc.)
* Build and maintain strong relationships with commercial clients and underwriters
* Monitor renewals and ensure continued compliance and adequate coverage
Sales & Customer Service:
* Generate new business through referrals, networking, and lead follow-up
* Cross-sell and upsell personal and commercial products where appropriate
* Provide top-tier customer service by responding promptly to inquiries
* Stay updated on product offerings, market trends, and state regulations
Key Requirements:
* Minimum 2+ years of experience in commercial and/or personal lines insurance
* Strong knowledge of insurance policies, coverages, and underwriting guideline
* Experience working at an independent insurance agency
* Experience supporting commercial agents/account managers, including Acord certificates COIs
* Familiarity with using an agency management system (experience with QQ Catalyst is a plus)
* The ability to read and understand policy documents (invoices, Acord forms, etc.)