**About Us**:
We are a leading provider of insurance solutions dedicated to delivering exceptional service and tailored coverage for our clients. Our mission is to empower the Latino community by providing them with the tools and resources needed for financial freedom. We offer a comprehensive range of insurance products, including property and casualty insurance (home, personal auto, renters) and business insurance (general liability, workers' compensation, commercial auto, tools, umbrellas). We pride ourselves on our commitment to excellence and our focus on fostering strong relationships with our customers.
**Position Overview**:
Detail-oriented and proactive Customer Service Representative that will be responsible for managing various administrative tasks related to our commercial accounts, ensuring smooth operations and exceptional service delivery.
**Key Responsibilities**:
- _**Telephone Communication**:_Answer telephones for new and current clients as well as insurance companies, providing assistance and information as needed.
- _**Change Requests (Endorsements)**:_Process change requests efficiently and accurately to maintain up-to-date policy information.
- _**Follow-up on Non-Pays**:_Monitor accounts for non-payment, initiate follow-up communications, and assist clients in resolving payment issues.
- _**Cancellations**:_Manage cancellation processes, including sending LPR (Late Payment Reminder) notifications to insured clients and the company.
- _**Certificates**:_Collaborate with the Account Manager to create and distribute certificates of insurance using established templates.
- _**Policy Checking and Sending**:_Review policies for accuracy and completeness, and facilitate the distribution of policies to clients.
- _**Inspections**:_Coordinate and schedule inspections as required,



ensuring compliance with policy terms and conditions.
- _**New Business Intake**_**:Assist with the new business intake process, ensuring all documentation is accurate and complete for onboarding.
- _**Interpreters**_: _Facilitate verbal communication between clients and staff by interpreting between Spanish and English, acting as a medium where language barriers exist.
- _**Mail Management**_: _Handle incoming and outgoing correspondence, ensuring timely delivery of important documents.
- _**Payroll Reports**:_Prepare and submit payroll reports related to commissions and account management.
- _**Client Education**:_ Provide clients with information regarding policy coverage, benefits, and claims processes to enhance their understanding and satisfaction.
- _**Problem Resolution**_: _Address client inquiries and concerns effectively, working to resolve issues promptly and maintain high levels of client satisfaction.
- _**Data Entry**:_Maintain accurate records of client interactions, transactions, and other relevant information in the company database.
- _**Client Interaction**:_Maintain a friendly, professional demeanor with prospective, active, and former clients, following established firm greeting and client communication procedures.
- _**Ethical Standards**:_Demonstrate the highest possible standard of ethical behavior and client confidentiality, both externally and internally, at all times.




- _**Meeting Participation**:_Participate in both recurring and ad-hoc meetings,managing related tasks accordingly.
- _**Appointment Management**:_Maintain appointments within Google Calendar per established department procedures, including scheduling, updating, and confirming appointments with clients a business day prior.
- _**CRM Documentation**:_ Keep thorough, updated notes on client meetings, communications, and overall relationship points within the CRM system.
**Qualifications**:
- Bachelor’s degree in business administration, Finance, or a related field preferred.
- Previous experience in insurance, customer service, or a related field is a plus.
- Strong organizational skills with the ability to manage multiple tasks and deadlines.
- Excellent communication skills, both verbal and written.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook) and Google Calendar.
- Familiarity with CRM systems is preferred.
- Attention to detail and a commitment to accuracy.
**Job Skills and Abilities**:
- Demonstrated ability to prioritize and re-prioritize tasks in an ever-changing, dynamic environment.
- Impeccable attention to detail and the ability to deal with complex accounting principles and client demands.
- Bi-lingual Spanish and English proficiency strongly preferred.
- Utmost level of professionalism regarding dress, communication, thoroughness, and the ability to handle sensitive information.
**Why Join Us?**
We value our employees and strive to create a supportive and dynamic work environment. We offer competitive salaries, comprehensive benefits, and opportunities for professional growth. If you’re looking to advance your career in the insurance industry and make a positive impact on the Latino commun

📌 Commercial Accounts Representative (México)
🏢 Otro Nivel Recruiting
📍 México