Key skills
CRMCommunication
About this role
Role Overview
- Process new policy documentation and updates
- Assist with endorsements and policy changes
- Review and organize insurance documents
- Maintain accurate client and policy records
- Update agency management systems and CRM tools
- Support internal teams with administrative policy servicing tasks
Requirements
- Prior experience working with an insurance agency or brokerage
- Strong attention to detail and accuracy
- Experience handling documentation and data entry
- Strong written English communication
- Ability to follow structured processes and workflows
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements