Description

You will manage daily account servicing and client advisement, including handling inquiries, processing carrier downloads, and maintaining accurate account information. You will also provide claims advising, endorsements, and evidence of insurance while cultivating strong client and carrier relationships.

Requirements

• Critical thinking and problem-solving skills
• Ability to work independently in fast-paced environment
• Manage complex accounts
• Analyze insurance quotes and make recommendations
• Excellent written and oral communication skills

Responsibilities

• Handle client and insurance company inquiries
• Process daily carrier downloads and notifications
• Maintain accurate account information in agency management system
• Claims advising, endorsements, evidence of insurance, auto ID cards
• Cultivate and maintain communication with clients and carriers