Key skills
SalesforceCommunicationTime ManagementAccount Management
About this role
Role Overview
- Support account management activities, including preparation of commercial proposals
- Maintain organized client files and documentation
- Assist in quoting and bind preparation
- Review quotes for discrepancies
- Generate replacement cost evaluations and reports as required
- Perform administrative tasks such as email management, data entry, and policy checking
- Provide project and operational support to the team
- Collaborate with team members through regular meetings
- Participate in ongoing training and stay updated on industry trends
Requirements
- Strong attention to detail
- Good communication skills
- Strong organizational and time management skills
- Proactive problem-solving abilities
- Ability to work independently in a remote setup
- Basic understanding of commercial insurance products (nice to have)
- Familiarity with tools such as Salesforce, Outlook, and NowCerts (nice to have)
- Experience in data entry, policy processing, or insurance-related roles (nice to have)
Benefits
- Work from home
- US holidays