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About the role
Key responsibilities & impact- Serve as the first point of contact for clients, providing prompt and professional service
- Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines
- Assist with gathering underwriting information and preparing submission materials
- Maintain strong carrier relationships to secure competitive quotes and solutions for clients
- Ensure successful renewal and retention of accounts through proactive service and relationship management
- Maintain accurate and up-to-date records in the AMS360 agency management system
- Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs
- Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately
- Report to the Operations Manager
Requirements
What you’ll need- 5+ years of experience in insurance, customer service, or a related field preferred
- Active P&C Insurance License or L&H Insurance License
- Active state-issued Insurance license (P&C and/or L&H) required
- Strong interpersonal and communication skills, both written and verbal
- Proven ability to manage multiple tasks and priorities in a deadline-driven environment
- Familiarity with AMS360 or similar agency management systems is a plus
- Detail-oriented with strong organizational skills
Benefits
Comp & perks- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical Illness insurance
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K