This role involves assisting clients with service needs and account modifications, pre-qualifying new business, and supporting coverage changes in an automated environment.
It includes informing clients about policies, preparing proposals, submitting applications, and ensuring proper documentation.
The position focuses on client retention, generating referrals, and providing technical support to producers.
Responsibilities also include maintaining compliance with industry laws, regulations, and internal policies, as well as participating in training.
The ideal candidate has 1-3 years of insurance experience, relevant licensure, strong customer service skills, attention to detail, and bilingual ability is preferred.
This position reports to the Office Manager and emphasizes community involvement and adherence to equal opportunity principles.