Key Responsibilities:

Client Communication

Respond to incoming calls and emails from clients regarding policies, billing, and general service inquiries. Provide clear, timely, and professional assistance while addressing client questions and concerns.

Policy Service

Process client requests for policy changes, endorsements, and cancellations. Issue certificates of insurance and other policy-related documentation.

Administrative Support

Maintain accurate and up-to-date client records in the agency management system. Manage incoming and outgoing mail, faxes, and other correspondence. Assist with billing inquiries and payment processing as needed.

Problem Resolution

Serve as a liaison between clients and insurance carriers to resolve service issues, billing discrepancies, and other concerns in a timely and professional manner.

Skills and Qualifications

• Strong verbal and written communication skills. 
• Exceptional organizational abilities with strong attention to detail. 
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook). 
• Ability to multitask and prioritize tasks in a fast-paced environment. 
• Positive attitude with a genuine passion for helping clients. Associate’s or Bachelor’s degree in a relevant field. Active P&C insurance license. 
• 2+ years of related experience, including work in insurance offices, carriers, agencies, brokers, or call centers.
• Bilingual (English/Spanish) preferred.

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