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