Client service and production support

Duties and Responsibilities

Provide courteous and prompt assistance to clients by phone, email, and text. Collect applications, loss runs, current policy documents, driver information, property details, and other underwriting information. Review submitted information for completeness and accuracy before requesting quotes. Enter client and risk information into agency management systems, carrier portals, and comparative-rating platforms. Enter accounts into appropriate insurance carriers according to agency guidelines and producer direction. Compare premiums, coverage limits, deductibles, exclusions, endorsements, and available discounts. Prepare organized quote summaries and proposals for review by the producer or licensed account manager. Contact clients to obtain missing information and provide timely updates regarding quote status. Assist with renewal reviews, remarketing, and requoting as assigned. Maintain accurate notes, activities, documents, and follow-up dates in the agency management system. Assist with, billing questions, and identification card requests Recognize opportunities for additional coverage and refer them to the appropriate licensed producer. Follow agency procedures, carrier requirements, confidentiality standards, and applicable insurance regulations.

Qualifications

Proficiency with Microsoft Outlook, Word, Excel, carrier websites, and online rating systems. Strong attention to detail, organization, written communication, and follow-up skills. (THIS IS A MUST) Ability to prioritize assignments and perform accurately in a fast-paced environment. One or more years of insurance, customer service, sales support, or administrative experience preferred. Experience with Applied Epic or another agency management system is a plus.

Core Competencies

Client-focused service and professional communication Accuracy, organization, and consistent follow-through Critical thinking and the ability to identify missing or inconsistent information Dependability, accountability, and respect for confidentiality Comfort learning new systems and carrier requirements Ability to work independently while contributing to a collaborative team

Performance Standards

Prepare accurate, complete, and timely quote submissions. Respond to client and internal requests within established agency service standards. Maintain complete documentation in the agency management system. Follow up consistently until assigned tasks and quote activities are completed. Meet established quoting, service, accuracy, and productivity goals. Maintain professional working relationships with clients, carriers, and coworkers.

US Shift

Salary - 4 - 4.5 LPA