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 rapid-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 teamPerformance 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 professional working relationships with clients, carriers, and coworkers.US ShiftSalary - 4 - 4.5 LPA

📌 Insurance Client Services & Quoting Specialist (Jharkhand)
🏢 Clerk-Tech
📍 Jharkhand