Commercial Lines Account Associate (Bilingual – English & Spanish)

## About the Role The Commercial Lines Account Associate role at Savvital is a specialized position that requires prior hands-on experience handling commercial insurance policies, workflows, and account servicing. As a key member of the team, you will play a critical role in supporting a US-based commercial insurance agency. The ideal candidate will have a solid understanding of the US insurance landscape, exceptional organizational habits, and experience working with major insurance management systems. The role is highly suited for professionals based in Chile who are looking for a challenging and rewarding career opportunity. With the rise of remote work, this role offers the flexibility to work from anywhere, while still being part of a dynamic and forward-thinking team. The team at Savvital is composed of educated experts who are motivated individuals excited to handle tasks that add real capacity to a client's workday. As a Commercial Lines Account Associate, you will be working closely with the team to provide affordable solutions to growing companies through strategic task delegation. ## What You Will Do - Quote and submit commercial insurance policies to carriers - Build comprehensive carrier applications and handle the quoting and requoting process - Complete, update, and process standard ACORD forms to prepare highly accurate policy documentation for carrier submissions - Manage the full lifecycle of policy servicing, including handling endorsements, processing policy updates, and issuing 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 US insurance carriers and internal agency team members to ensure smooth policy progression, binding, and issue resolution ## 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 US carriers - High attention to detail, strong data entry accuracy, and a proactive approach to managing renewal deadlines and carrier requirements - Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines - Excellent communication and interpersonal skills, with the ability to work effectively with clients, carriers, and team members ## Nice to Have - Experience working with major insurance management systems, such as AMS and Rater - Certifications, such as CPCU or ARM - Prior experience working in a remote or virtual team environment ## 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 - Flexible and remote work arrangements - Opportunities for professional growth and development - Access to cutting-edge technology and tools

- tip: Make sure to highlight your bilingual skills in English and Spanish, as well as your experience with commercial insurance policies and major insurance management systems.

• tip: Emphasize your attention to detail and organizational skills, as these are critical for success in this role.
• tip: Be prepared to provide examples of your experience with ACORD forms and carrier submissions, as well as your ability to work effectively with clients and carriers.
• tip: Show enthusiasm for the company's mission and values, and highlight your ability to work in a fast-paced and dynamic environment.
• tip: Consider creating a portfolio that showcases your experience and skills in commercial insurance, as well as your ability to work remotely and independently.
• tip: Be prepared to negotiate your salary and benefits, and make sure to research the market rate for this role to ensure you are fairly compensated.