Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance.
Assist with policy endorsements, renewals, cancellations, and general servicing requests.
Support agents with documentation, follow-ups, and policy-related inquiries.
Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
Track policy statuses, renewals, and follow-up activities to ensure timely servicing.
Communicate with insurance carriers for quotes, policy updates, and clarifications.
Navigate carrier portals to retrieve documents and submit required information.
Act as a point of contact for routine client communications via email and internal systems.
Ensure timely, professional, and clear communication aligned with client and compliance standards.
Organize insurance documents, proposals, and policy files.
Support internal teams with reporting, data entry, and workflow management.

A 4-Year Bachelor’s degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.
Prior experience working in the insurance industry (personal and/or commercial lines preferred).
Entry-level or minimal experience in client-facing or insurance support roles.
Strong interpersonal and communication skills, both written and verbal.
High attention to detail with the ability to manage multiple tasks and deadlines.
Willingness to learn, adapt, and grow within insurance operations and client services.
Comfortable working with CRM systems and carrier portals.

Insurance Associate

Key skills