Bilingual - Underwriter I - Commercial Lines - Worker's Comp

Team Focus Insurance Group

2d•Remote

About The Position

The Bilingual- Underwriter I – Commercial Lines plays a vital role in supporting the underwriting and servicing needs of our commercial insurance clients. This position is responsible for providing concierge-level service to insureds and agents by managing small to mid-sized commercial lines accounts. Core responsibilities include processing policy transactions with underwriting authority, managing endorsement requests, handling certificates of insurance, responding to service inquiries, and proactively identifying cross-sell opportunities. The role requires a high level of accuracy, efficiency, and professionalism in a fast-paced, customer-focused environment.

Requirements

Active Property & Casualty Insurance License required; must be able to obtain licensing in all 50 states.
Strong knowledge of commercial lines insurance products and underwriting principles.
Exceptional communication skills, both verbal and written.
High attention to detail with strong organizational and time management abilities.
Proficient in agency management systems such as EZLynx and policy administration platforms.
Ability to multitask and prioritize work in a dynamic, fast-paced environment.
Bilingual Mandarin/Cantonese
3–5 years of experience servicing or underwriting commercial property & casualty insurance policies.

Nice To Haves

Associate or bachelor’s degree preferred.
Prior experience in an agency or carrier environment with demonstrated customer service skills.
Call center or high-volume client service experience is a strong plus.
Work Compensation Exp. a plus

Responsibilities

Underwrite and process commercial lines endorsements within assigned authority levels.
Accurately issue certificates of insurance in accordance with client guidelines and state regulations.
Review and respond to policy-related inquiries received via phone and email, ensuring timely and thorough resolution.
Manage tasks and service requests indexed through the email and call systems, ensuring timely follow-up and closure.
Support proactive policy renewals by reviewing account status and coverage adequacy prior to outreach.
Answer inbound phone calls from agents, policyholders, and other stakeholders regarding billing, policy documents, and claims setup.
Cross-sell additional lines of coverage when appropriate, in alignment with client and company goals.
Maintain clear and accurate documentation of all interactions and underwriting decisions in applicable systems.
Monitor outstanding items and follow through on pending requests until resolution, ensuring exceptional customer experience.
Establish and maintain positive working relationships with agents, underwriters, and other internal teams.

Benefits

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