Responsibilities:
• Prepare applications and/or rate online via carrier websites to obtain quotes.
• Analyze and evaluate renewal and new business quotes.
• Prepare renewal and new business proposals.
• Communicate with the carriers regarding issuance and changes to all policies.
• Review all policies for accuracy prior to sending to the insured.
• Review all endorsements for accuracy prior to sending to the insured.
• Send policies and endorsements to clients.
• Issue certificates of insurance as requested.
• Issue evidences of property for lenders.
• Assist clients with all their requested needs.
• Maintain strong clientele relationship with customers.
• Maintain accurate client files.
Knowledge, Skills and Abilities:
• Process and prioritize multiple tasks efficiently
• Work effectively in a fast-paced environment
• Ability to communicate effectively with customers, producers and underwriters
• Problem solve effectively and efficiently
• Ability to retain knowledge of insurance forms and coverage with multiple carriers.
Requirements:
• At least two year’s customer service experience.
• College Degree or equivalent of industry related work experience.
• Active Insurance License
• Proficient in Microsoft Office products.
• Proficient in AMS insurance software or similar software.
Salary: Commensurate with experience, Benefits