💼 About This Role

You'll service commercial insurance clients, handling new and renewal business while maintaining exceptional customer relations. You'll prepare certificates of insurance and manage open items checklists to meet project deadlines. This role offers a path to obtaining a 4-40 insurance license.

🎯 What You'll Do

• Prepare and issue certificates of insurance
• Maintain open items checklists and timelines
• Assist with new and renewal business processing
• Collect client information for product determinations

📋 Requirements

• High school graduate or equivalent
• Willingness to obtain a 4-40 insurance license
• Ability to work in office full-time

✨ Nice to Have

• College degree or equivalent work experience
• Prior experience in insurance or client service

🎁 Benefits & Perks

• 🩺 Medical, vision, and dental insurance
• 💰 401(k) with company match
• 🏖️ 18 days PTO plus 10 paid holidays and 2 floating holidays
• 🛡️ Company paid life insurance, STD, LTD

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2In-Person Interview· 60 min
3. 3Decision· 1 week