Role OverviewSupport personal insurance team in servicing high net worth clients, delivering exceptional client service, and handling policy administration activities.
What You Will Do
Process policy changes and renewals, obtain and compare insurance quotes, assist with billing inquiries, and prepare and distribute client and carrier documentation.
Why It Might Be a Fit
Ideal candidate will be interested in learning and developing a strong understanding of personal insurance coverages while supporting the day-to-day servicing of client accounts.
Requirements
- detail-oriented
- motivated
- reliable
- organized
- service-oriented
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