FREE ACCESS
5,000–10,000 jobs/day

See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Interact with clients to address all servicing needs
- Processing of policies, endorsements, and audits
- Enter policy data into our client management system
- Order loss runs for re‐marketing accounts
- Become proficient in carrier web‐sites for quoting when re-marketing an account or adding additional lines of coverage
- Keep your desk and files organized at all times
- Perform superior customer service at all times
- Properly utilize the agency management system (Epic) to keep track of all pending items
- Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
- Expedite certificates of insurance if CSR team is short staffed and client needs immediately
- Run MVR’s and update driver lists when required
- Prepare renewal rating quotes, based applications
- Prepare proposals
- Process and issue binders
- Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)
Requirements
What you’ll need- Commercial insurance knowledge with 5+ years’ industry experience and/or demonstrated ability to successfully handle complexities of job
- Excellent business skills
- High school diploma or the recognized equivalent
- P&C Broker/Agent license
- Computer skills necessary to perform the essential functions of the job (i.e. Spreadsheets, database, word processing and insurance software)
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
policy processingdata entrycustomer servicerenewal rating quotesproposal preparationbinder processingMVR processingauditingendorsement processinginsurance software
Soft Skills
client interactionorganizational skillscommunication skillsbusiness skillssuperior customer service
Certifications
P&C Broker/Agent licensehigh school diploma or equivalent
