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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Fluency in English and Spanish is essential for effective communication with clients. Proficiency in EzLynx and experience in the insurance industry, particularly with personal and commercial lines, are critical for managing quotes, policy changes, and client records.
Highest-signal resume keywords
Fluency In English And SpanishEzLynx ProficiencyInsurance Industry ExperienceAttention To DetailCRM Systems Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quote PreparationPolicy ServicingData EntryUnderwriting DocumentationACORD ApplicationsPolicy Changes ProcessingClient Record ManagementInsurance Coverage ReviewRenewal PreparationDocumentation Organization
Soft Skills
Professional Phone MannerProactive Follow-UpTrust BuildingMultitaskingWarm Communication
Tools & Technologies
CRM SystemsCarrier PortalsEzLynx
Industry Keywords
Personal Lines InsuranceCommercial Lines InsuranceInsurance CarriersIndependent Insurance AgenciesPolicy Endorsements
About the role
Key responsibilities & impact- Answer inbound calls professionally in both English and Spanish
- Make outbound calls for follow-ups, renewals, and policy updates
- Serve Spanish-speaking clients in their preferred language
- Handle general inquiries and route licensing-required questions to licensed staff
- Manage client emails and written correspondence in both languages
- Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers
- Gather prospect information and complete initial quote intake
- Prepare and organize quote information for licensed staff review
- Assist with ACORD applications and proposal preparation
- Review coverage options, pricing, and underwriting requirements for accuracy and compliance
- Enter data and manage records in EzLynx
- Process policy changes, endorsements, renewals, cancellations, and general servicing requests
- Handle certificates of insurance, mortgagee updates, and driver/vehicle additions or removals
- Support renewal preparation and pending cancellation follow-up
- Support agents with documentation, follow-ups, and policy-related inquiries
- Handle personal-lines servicing, including auto, homeowners, condo, renters, umbrella, motorcycle, boat, RV, and ATV policies
- Gather commercial-lines underwriting documentation and loss runs
- Prepare submission packages for licensed producers
- Follow up with underwriters and carriers
- Handle COIs, additional insured requests, and endorsements
- Communicate with insurance carriers for quotes, policy updates, and clarifications
- Navigate carrier portals to retrieve documents and submit required information
- Maintain and update client records in CRM systems
- Track policy statuses, renewals, and follow-up activities
- Manage scheduling, calendars, and email triage
- Organize insurance documents, proposals, and policy files
- Support internal teams with reporting, data entry, and workflow management
Requirements
What you’ll need- Must be fluent in both English and Spanish, spoken and written
- A 4-Year Bachelor's degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations
- Prior experience working in the insurance industry, personal and/or commercial lines preferred
- EzLynx proficiency preferred, or ability to be trained quickly
- Professional, warm phone manner, able to build trust with diverse clients over calls
- High attention to detail with the ability to manage multiple tasks and deadlines
- Reliable and proactive, able to manage follow-ups without being prompted
- Comfortable working with CRM systems and carrier portals
- Experience working with U.S. independent insurance agencies is a plus
Benefits
Comp & perks- Allowances: Internet, electricity, and wellbeing
- Performance-based bonuses
- Annual bonuses and increments
- Company-wide success bonuses