Duties and Responsibilities

- Provide courteous and prompt assistance to clients by phone, email, and text.
- Collect applications, loss runs, current policy documents, driver information, property details, and other underwriting information.
- Review submitted information for completeness and accuracy before requesting quotes.
- Enter client and risk information into agency management systems, carrier portals, and comparative-rating platforms.
- Enter accounts into appropriate insurance carriers according to agency guidelines and producer direction.
- Compare premiums, coverage limits, deductibles, exclusions, endorsements, and available discounts.
- Prepare organized quote summaries and proposals for review by the producer or licensed account manager.
- Contact clients to obtain missing information and provide timely updates regarding quote status.
- Assist with renewal reviews, remarketing, and requoting as assigned.
- Maintain accurate notes, activities, documents, and follow-up dates in the agency management system.
- Assist with, billing questions, and identification card requests
- Recognize opportunities for additional coverage and refer them to the appropriate licensed producer.
- Follow agency procedures, carrier requirements, confidentiality standards, and applicable insurance regulations.

Qualifications

- Proficiency with Microsoft Outlook, Word, Excel, carrier websites,



and online rating systems.
- Strong attention to detail, organization, written communication, and follow-up skills. (THIS IS A MUST)
- Ability to prioritize assignments and perform accurately in a fast-paced environment.
- One or more years of insurance, customer service, sales support, or administrative experience preferred.
- Experience with Applied Epic or another agency management system is a plus.

Core Competencies

- Client-focused service and professional communication
- Accuracy, organization, and consistent follow-through
- Critical thinking and the ability to identify missing or inconsistent information
- Dependability, accountability, and respect for confidentiality
- Comfort learning new systems and carrier requirements
- Ability to work independently while contributing to a collaborative team

Performance Standards

- Prepare accurate, complete, and timely quote submissions.
- Respond to client and internal requests within established agency service standards.
- Maintain complete documentation in the agency management system.
- Follow up consistently until assigned tasks and quote activities are completed.
- Meet established quoting, service, accuracy, and productivity goals.
- Maintain skilled working relationships with clients, carriers, and coworkers.

US Shift

Salary - 4 - 4.5 LPA

📌 Client Service and Production Support (India)
🏢 Clerk-Tech
📍 India