You will play a key role in providing excellent service to our clients. You will work with new and existing clients on their insurance needs, prepare proposals, process changes, and maintain accurate records.

Day in the life:

• Quote new business and remarket current clients
• Prepare and present proposals
• Process changes to policies and prepare documents as needed
• Document all activities in our management system (AMS)
• Gather and/or assist producers in obtaining renewal information
• Stay up to date on company requirements and products
• Cross-sell, upsell, and round out accounts with additional coverage
• Help clients with the claims process
• Prepare certificates and evidence of insurance

Requirements:

• Property and Casualty license required
• 3+ years of experience in the insurance industry
• High level of ethics and professionalism
• AMS360 experience helpful but not required