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crm google workspace microsoft excel property & casualty license cic📋 Description
- Process applications, quotes, and policy changes for clients.
- Manage assigned book of business and renewals.
- Assist with claim processing.
- Explain products and premiums to prospects and clients.
- Maintain Applied EPIC Agency Management System records.
🎯 Requirements
- Property & Casualty license; CISR/CIC/CRM/CPIA desirable.
- Superior organizational skills.
- Self-starter with ability to work independently.
- Exceptional verbal communication skills.
- MS Office; Excel; G Suite knowledge.
- Applied Epic experience required.
- Knowledge of common business structures.
- 3+ years commercial insurance experience required.
🎁 Benefits
- Generous health coverage and fully paid life insurance.
- 401(k) match after 60 days.
- HSA contributions and HRA to offset deductibles.
- Flexible vacation policy.
- Volunteer time off and mental health resources.
- Fully paid parental leave and caregiver leave.
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