Personal Insurance Quoter - Client Advisory Team
Core
Reviewing and entering underwriting data into insurance company websites and agency management systems, preparing proposals, and supporting new business setup for personal lines insurance clients.
Role type
Personal Lines Insurance Quoter
Builds
Insurance proposals and policy shells for individuals and families
Domain
Insurance / Personal Lines
Required skills
Personal lines insurance knowledge, Microsoft Office proficiency, data entry accuracy, organizational skills
Responsibilities
Enter underwriting data into insurance company websites and agency management systems, prepare proposals in accordance with company policies, gather data online for insurance submissions, set up new client and policy shells, compile and scan marketing files, invoice new business, mail lost policy release forms, finalize new business/rewrite proposal procedures, apply new business deposit payments
Seniority
Individual Contributor, entry to mid-level