Licensed Property and Casualty Insurance Agent
Core
Property and Casualty Insurance Advisor handling inbound and outbound calls to gather information, provide quotes, and verify documentation for prospects.
Role type
Property and Casualty Insurance Advisor
Builds
Insurance quotes and policy documentation
Domain
Insurance
Deliverable
client delivery
Required skills
Active property and casualty license, Microsoft Office suite proficiency, multi-screen/system management
Responsibilities
Receive inbound phone calls, manage outbound follow-up calls with prospects, gather pertinent information for quotes, answer product questions, verify accuracy of supporting employment and financial documentation