Acts as an onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.
Provides Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.
Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.
Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre‑qualification and underwriting guidelines while using evaluation software.