Call Center Underwriter Commercial Lines (Bilingual)

FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. FOCUS Tech applies decades of insurance experience to developing solutions that complement the company’s extensible InFocus Platform, including self-service digital portals, configuration tools, and real-time risk management functionality while the FOCUS Insurance Services’ teams deploy policy, billing, and claims solutions with intuitive automation of workflows and artificial intelligence (AI) applications via state-of-the-art cloud technologies and robust APIs. Through proven technology and quality services, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. 

Summary:

Develop, support, and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Receives incoming phone calls for endorsement activity, in-depth coverage questions, routine coverage questions, renewals, and checking and issuing binders, certificates, and policies.
• Quotes new business, policies and/or coverage for new and existing clients, on behalf of the carrier.
• Experience with commercial policies, including Business Owners Policy (BOP), Workers' Compensation (WC), Umbrella, Commercial Auto, Cyber and others.
• Prepares and/or order policy change requests.
• Reviews expirations in advance of the renewal date to review coverages. 
• Prepares and/ provides service and support to other sales agents.
• Actively seeks to cross-sell other coverages to existing clients.
• Takes claim information and report new claims to the company.
• Maintains adequate suspense on outstanding items and follows up in a timely manner until its conclusion.
• Ability to work a regular 8am – 5pm ET., M-F shift during first 90 days of training. Then the hours shift to 11am – 8pm., M-F ET.

Education/Experience:

Associate or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal or Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. Two (2) to four (4) years’ experience servicing or selling Property & Casualty Insurance. Previous call center experience a plus.

Computer Technical Skills:

• E-mail: Open your Outlook/Gmail. Start an E-mail, attach a document to the E-mail. 
• Browser: Open an internet browser, save a page as your favorite, open another browser, minimize the browser. 
• Communication: Open Teams, share your screen, minimize Teams.

Certificates and Licenses:

Active 2-20 General Lines Agent (Property and Casualty) license and ability to be licensed in all 50 states required.

Work Environment:

Ability to work effectively as part of a remote team, contributing to a positive and collaborative work environment.

Required Skills:

Bilingual English/Spanish verbal and written skills.

Why join FOCUS?  

The FOCUS Difference:

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account
• Competitive Salaries
• 401K Match  
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
• Short and Long-Term Disability
• Employee Support Programs, Including Mental Health
• Tuition Reimbursement  
• Matching Charitable Gift Program
• Lucrative Referral Program
• Commuter Benefits
• Flexibility: Remote and Hybrid Opportunities Available

Founded by PEAK6 Investments in 2021, FOCUS began with the vision to challenge the status quo of the insurance industry and to revolutionize it. Along with our subsidiaries We Insure and FOCUS, we know it’s not about the corporation, it’s about the people. At its heart, FOCUS works on developing and implementing innovative technology and processes to serve its customers better. Whether propelling the insurance industry to run more efficiently or bringing together diversified businesses that span the entirety of the insurance lifecycle, FOCUS is dedicated to democratizing insurance and giving customers the power to choose.

This position is not able to be performed in California, Colorado, New York or Washington. 

 EEO

FOCUS is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

FOCUS is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process. 

Base Salary Range