Insurance Support Specialist
Core
Support the placement of commercial insurance programs by preparing proposals, gathering information, and comparing carrier quotes.
Role type
Junior insurance operations specialist
Builds
Commercial insurance programs for clients
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Data analysis, Microsoft Excel, client service, insurance operations, carrier relations, record maintenance, task prioritization
Preferred skills
Insurance licensing knowledge, previous insurance experience
Technologies
Microsoft Excel, Office applications
Responsibilities
Prepare client proposals and presentation materials, Request and compare insurance quotes from carriers, Assist with data entry and maintenance of agency management systems, Help track renewal timelines and follow-up activities, Gather and organize information needed for insurance submissions, Maintain accurate records and documentation
Seniority
Entry-level, early career