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. Assist with gathering underwriting information and preparing submission materials.
What You Will Do
Maintain strong carrier relationships to secure competitive quotes and solutions for clients. Ensure the successful renewal and retention of accounts through proactive service and relationship management. 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. Strong interpersonal and communication skills, both written and verbal.
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
- 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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