Insurance Advisor, Real Estate Practice
Core
Delivers exceptional customer experience and technical insurance knowledge for commercial accounts, acting as the primary customer service contact and binding coverage.
Role type
Insurance Advisor (Commercial Division)
Builds
Commercial insurance policies, proposals, certificates, and invoices for clients.
Domain
Insurance / Real Estate Practice
Required skills
Level 2 General Insurance License, commercial insurance knowledge, customer service, documentation processing, Microsoft Office proficiency, typing speed 55+ wpm
Preferred skills
EPIC, Policy Works, CSR24, Certificate Exchange experience, industry designation (CIP, CAIB, CRM), accounting experience
Technologies
EPIC, Policy Works, CSR24, Certificate Exchange
Responsibilities
Respond to customer requests and bind coverage, prepare proposals and certificates, manage account receivables and reconciliation, maintain accuracy of electronic and physical files, attend critical path meetings, continue professional development.
Seniority
Mid-level (2-3 years experience)