Commercial Lines Account Associate (Bilingual – English & Spanish)

About the Role

The ideal candidate will have prior hands-on experience handling commercial insurance policies, workflows, and account servicing, as well as native or professional-level bilingual fluency in both written and spoken Spanish and English. You will be working closely with international teams, clients, and carriers, requiring strong communication and interpersonal skills.

Savvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market. The company's mission is to provide affordable solutions to growing companies through strategic task delegation, and its team of educated experts is motivated to handle tasks that add real capacity to a client's workday.

What You Will Do

• Quote and submit commercial insurance policies to carriers
• Build comprehensive carrier applications and handle the quoting and requoting process
• Manage the full lifecycle of policy servicing, including endorsements, policy updates, and Certificates of Insurance (COIs)
• Conduct proactive renewal follow-ups and manage renewal email communication sequences
• Execute policy cancellations accurately and efficiently
• Maintain immaculate, up-to-date client and policy records inside the agency management platforms
• Conduct routine CRM and carrier platform audits to ensure data accuracy and compliance
• Function as a reliable bridge between top U.S. insurance carriers and internal agency team members
• Navigate agent portals and submit applications directly to top U.S. carriers

What We Are Looking For

• 1+ years of professional experience specifically working in commercial lines insurance operations
• Native or professional-level bilingual fluency in both written and spoken Spanish and English
• Direct, hands-on experience utilizing Applied Epic, EZLynx, and PL Rater
• Demonstrated experience completing, reviewing, and preparing standard ACORD documentation for carrier underwriting
• Prior experience navigating agent portals and submitting applications directly to top U.S. carriers
• High attention to detail, strong data entry accuracy, and a proactive approach to managing renewal deadlines and carrier requirements
• Strong communication and interpersonal skills, with the ability to work independently and manage multiple tasks

Nice to Have

• Experience working with major insurance management systems and software
• Knowledge of the U.S. insurance landscape and regulations
• Familiarity with customer relationship management (CRM) systems and tools
• Certification in insurance or a related field, such as CPCU or ARM

Benefits and Perks

• Market-competitive base salary
• Dedicated allowances for Internet, Electricity, and Wellbeing
• Comprehensive health coverage included
• Performance-based bonuses, individual/team targets, and annual increments
• Company-wide success bonuses
• Opportunity to work with a forward-thinking organization and a team of educated experts
• Flexible remote work arrangements and the ability to work from anywhere in Peru
• Professional development and growth opportunities in the insurance industry
• Access to cutting-edge technology and tools to support your work

• Tip: Highlight your experience with insurance management systems and software, such as Applied Epic, EZLynx, and PL Rater, to stand out as a strong candidate.
• To succeed in this role, it's essential to have excellent communication and interpersonal skills, with the ability to work independently and manage multiple tasks.
• Make sure to demonstrate your knowledge of the U.S. insurance landscape and regulations, as well as your familiarity with customer relationship management (CRM) systems and tools.
• When applying, be prepared to provide specific examples of your experience handling commercial insurance policies, workflows, and account servicing.
• Consider obtaining certification in insurance or a related field, such as CPCU or ARM, to increase your chances of being hired.
• Research Savvital's company culture and values to show your enthusiasm for the role and the organization.
• Be prepared to discuss your experience with ACORD forms and documentation, as well as your ability to maintain accurate and up-to-date client and policy records.