Job Summary:

• Prepare and deliver client documents, including but not limited to

• Auto ID Cards
• Summaries of Insurance
• Invoices & billing summaries
• Proposals
• Evidence of Insurance
• Applications of coverage

• Obtaining quotes via carrier systems

• Processing endorsements

• Processing renewals

• Documenting system of record

• Research on prospects including pulling consumer reports, public records information, property appraiser reports

• Other duties, as assigned

Requirements:

• Strong written and verbal communication skills

• Works well independently

• Project and process management

• Strong people skills

• Strong working knowledge of Microsoft Word, Excel & PowerPoint

• Strong attention to detail

• Ability to work well in fast-paced environment

• Obtain P&C License within 3 months of hire