Role OverviewServe as the first point of contact for clients, providing prompt and professional service. Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
What You Will Do
Manage multiple tasks and priorities in a deadline-driven environment, handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.
Why It Might Be a Fit
1–2 years of experience in insurance, customer service, or a related field preferred, active P&C Insurance License or L&H Insurance License required.
Requirements
- 1–2 years of experience in insurance, customer service, or a related field
- Active P&C Insurance License or L&H Insurance License
- Strong interpersonal and communication skills, both written and verbal
- Proven ability to manage multiple tasks and priorities in a deadline-driven environment
- Familiarity with AMS360 or similar agency management systems is a plus
- Must be detail-oriented with strong organizational skills
Benefits
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
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