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_: _Fa

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