Insurance Support Specialist
Core
Support the placement of commercial insurance programs by preparing proposals, gathering information, requesting carrier quotes, and maintaining agency systems.
Role type
entry-level insurance support specialist
Builds
commercial insurance programs for clients
Domain
insurance and financial services
Required skills
data entry, Microsoft Excel, client service, carrier relations, record maintenance, task prioritization
Responsibilities
Support the placement team with new and renewal insurance business, Prepare client proposals and presentation materials, Gather and organize information needed for insurance submissions, 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