Udaipur (remote delivery to Canadian clients)
2+ years
Competitive — based on experience
Work with US based Insurance Agency
Create COIs
Gather and document relevant Insured information from Carriers.
Update AMS and work updating policy lines and other stuff.
Focus on delivering quality rather than simply achieving volume-based targets.
Responsibilities
Excellent verbal and written English communication skills. Knowledge of USA Commercial Insurance products and industry terminology. Strong interpersonal and relationship-building abilities. Ability to confidently engage decision-makers and business owners. Self-motivated, organized, and capable of working independently in a remote workplace. Experience using CRM systems and lead management tools is preferred.
Requirements
COI, NowCerts, AMS Management, Policy Checking
Nice to have
CPCU or equivalent coursework
Prior agency or MGA experience