Insurance Account Advisor– Personal & Commercial Lines (Quoting & PolicyService)

Company: Jubilee Insurance

Job Type: Full-Time

Industry: Insurance Agency

Jubilee Insurance is seeking a detail-oriented, organized, and experienced Insurance Account Manager / Administrative Assistant to support our growing insurance agency.

The ideal candidate will have experience in Personal Lines (Home & Auto) and Commercial Lines insurance, with the ability to independently prepare quotes, manage renewals, process policy changes, and handle day-to-day customer service requests.

We are looking for someone who is proactive, efficient, comfortable working with multiple insurance carrier portals, and capable of managing multiple accounts and deadlines.

Key Responsibilities1. Insurance Quoting & New Business

- Prepare and compare Homeowners, Auto, Dwelling Fire, and Commercial Insurance quotes.
- Quote Commercial Property, General Liability, Businessowners Policies (BOP), Commercial Auto, Workers' Compensation, and Umbrella policies.
- Complete ACORD applications and carrier-specific supplemental applications.
- Submit applications to insurance carriers, wholesalers, and MGAs.
- Follow up with underwriters regarding quotes, requirements, and approvals.
- Prepare insurance proposals and coverage comparison summaries for clients.
- Assist with binding current policies and issuing required documents.

1. Policy Servicing & Customer Support

- Handle day-to-day service requests from existing clients.
- Process policy endorsements, coverage changes, and cancellations.
- Issue Certificates of Insurance (COIs), Evidence of Insurance, and Auto ID cards.
- Add or remove vehicles, drivers, locations, and additional insureds.
- Respond to billing inquiries, payment requests, and policy documentation requests.




- Coordinate with insurance carriers to resolve policy and service issues.
- Maintain accurate client records and policy documentation.

1. Renewals & Account Management

- Monitor upcoming policy renewals and expiration dates.
- Obtain renewal quotes and remarket accounts when necessary.
- Review renewal premiums, coverage limits, deductibles, and exclusions.
- Follow up with clients for updated underwriting information.
- Prepare renewal proposals and coverage comparisons.
- Track pending quotes, renewals, and outstanding underwriting requirements.
- Ensure policies are renewed on time and prevent coverage lapses.

1. Administrative & Operational Support

- Maintain organized electronic files and agency management records.
- Prepare insurance applications, spreadsheets, proposals, and reports.
- Communicate professionally with clients, underwriters, and insurance companies.
- Track outstanding service requests and follow up until completion.
- Assist with policy audits, inspections, mortgagee changes, and lender requirements.
- Perform other insurance-related administrative duties as assigned.

Required Qualifications
- Prior experience working in a U.S. insurance agency, brokerage, or insurance company is strongly preferred.
- Knowledge of Personal Lines and Commercial Lines insurance products.
- Experience preparing insurance quotes and using carrier quoting portals.
- Familiarity with ACORD forms, insurance certificates, endorsements, and policy documents.




- Strong written and verbal English communication skills.
- Proficiency in Microsoft Excel, Word, Outlook, and PDF applications.
- Strong attention to detail, organizational skills, and ability to multitask.
- Ability to work independently and meet deadlines.
- Strong customer service and problem-solving skills.

Preferred Qualifications
- Experience working with independent insurance agencies.
- Familiarity with commercial risks such as hotels, motels, convenience stores, restaurants, apartments, and other small businesses.
- Experience working with insurance wholesalers and MGAs.
- Knowledge of insurance coverage limits, deductibles, exclusions, and underwriting requirements.
- Experience using agency management systems and comparative rating software.
- Active Property & Casualty insurance license is a plus.

Ideal Candidate We are looking for someone who:
- Can independently prepare accurate insurance quotes.
- Understands both Personal and Commercial Lines insurance.
- Can manage multiple tasks without constant supervision.
- Takes ownership of service requests and follows through until completion.
- Is detail-oriented, dependable, and responsive.
- Can communicate effectively with clients and insurance underwriters.
- Is comfortable working in a fast-paced insurance agency environment.

Why Join Us?
- Opportunity to work across multiple insurance products and markets.
- Gain hands-on experience with Personal and Commercial Lines insurance.
- Work with an established insurance agency serving a diverse client base.
- Opportunity for professional growth and increased responsibilities.

Pay: ₹360,000.00 - ₹400,000.00 per year

Benefits

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Work Location: In person

📌 Insurance Account Advisor– Personal & Commercial Lines (Quoting & Servicing) (Hyderabad)
🏢 Jubilee Insurance
📍 Hyderabad