Support clients in creating correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other written communications, as well as provide administrative support when needed.
Help to manage accounts by entering client information into agency management system, auditing client data, processing change requests, preparing notices of cancellations & reinstatements, and various other administrative tasks.
Actively engage in learning by studying insurance industry trends and seeking out self-directed learning to increase insurance knowledge.
Maintain carrier updates and bulletins.
Work alongside both Client Services and Agency Leadership who prioritize your learning and development.
Learn the ropes of Commercial Lines and what it takes to successfully support the Sales and Service Teams within this line of business.
Requirements
Desire to learn & grow with us
Willingness to obtain a Property & Casualty license, with our support
Strong organization and written/verbal communication skills
Demonstrated customer service focus
Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software