Job Description

Job Description

Job Description

Primary Responsibilities:

• Respond to client inquiries maintaining documentation of communication noting existing issues and issue resolutions
• Gather and compile client exposure information from client
• Establish an expertise in exposure evaluation
• Review quotes, policies and related documents and makes requests for changes as needed.
• Input client information into data management system, ensuring accuracy and completeness
• Generate materials for client presentations and meetings
• Perform other responsibilities and duties as needed

Requirements

• Must possess an active Property and Casualty agents' license. The addition of an active Life and Health agents license is a bonus.
• A minimum of two years of current agency insurance experience is preferred.
• Strong oral and written communication skills
• Significant degree of independent judgment and discretion
• High attention to detail.
• Current working knowledge of Microsoft Office Suite, especially Excel and Word

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