Job Description
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 setting. * 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 ide

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