The role involves assisting producers by collecting prospect data, preparing loss summaries, and analyzing loss history for business insurance accounts
Job Summary
The role involves assisting producers by collecting prospect data, preparing loss summaries, and analyzing loss history for business insurance accounts.
Employees will quote various online programs, compare carrier coverages, and support the submission process to secure insurance policies.
The company offers a hybrid work model, generous time off, tuition reimbursement, and opportunities for professional development through designations like CIC or CPCU.
Matching Summary
The role involves assisting producers by collecting prospect data, preparing loss summaries, and analyzing loss history for business insurance accounts.
Skills & Requirements
Must-have
Collect prospect and client information
Prepare loss summaries and history analyses
Quote rate online programs for carriers
Compare coverages terms and conditions
Utilize client management systems
Nice-to-have
Strong persuasion skills for client interaction
Discretion in analyzing proposal competitiveness
Ability to travel overnight as requested
Proactive participation in prospect meetings
Commitment to professional development
Key Requirements
High School Diploma or equivalent education
Appropriate insurance license(s)
Basic insurance knowledge with desire for designations