The role involves managing the day-to-day functions of an assigned book of business while providing exceptional service to clients
Job Summary
The role involves managing the day-to-day functions of an assigned book of business while providing exceptional service to clients.
Responsibilities include handling insurance requirements on contract reviews, interacting with carriers and underwriters, and maintaining accurate client records in Epic and CSR24.
The team is dedicated to recruiting and retaining industry talent with deep knowledge to serve clients in a better and smarter way.
Matching Summary
The role involves managing the day-to-day functions of an assigned book of business while providing exceptional service to clients.
Skills & Requirements
Must-have
Three to five years of insurance experience
State insurance license required
Experience with Epic and CSR24 software
Nice-to-have
Bachelor's degree preferred
Strong verbal and written communication skills
Ability to partner with producers on marketing
Key Requirements
High School diploma required; Bachelor's degree preferred