About the role
**US CITIZENS ONLY**
Essential Duties and Responsibilities:
* Begins to develop relationships; attend meetings and may contribute. * Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. * Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor. * Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. * Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience.
Knowledge, Skills, and/or Abilities:
* Highly organized with excellent verbal and written communication skills * Self-confident to make sound independent decisions * Ability to successfully interact with a variety of people and function well both in a team environment and autonomously * Ability to handle situations in a calm, courteous and professional manner * Customer-focused to establish and maintain effective relationships * Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook * Ability to prioritize multiple tasks to meet deadlines * Must be able to read, analyze and reconcile financial reports * Possess strong analytical and problem-solving skills * Sharp attention to detail, decision-making skills, and problem resolution * Flexibility and adaptability to changing priorities, deadlines, and technology
Education and/or Experience:
* Associates degree (or equivalent) and BA/BS preferred * High-level client service experience required * Insurance experience preferred or able to demonstrate a focus on an insurance career
Certificates, Licenses, Registration:
* P&C licensed or ability to obtain licensing within 3 months of hire
Benefits:
* competitive salary, * PTO & paid holidays, * 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Originally posted on Himalayas