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