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salesforce g-suite underwriting policy management property & casualty📋 Description
- Advise clients on Embroker platform features (policy uploads, certificates, claims, self-service).
- Guide clients to optimize their insurance strategy and risk management.
- Provide market updates and recommendations aligned with client objectives.
- Lead preparation of applications and ensure accurate data submission.
- Submit new business applications via carrier portals (BOP, GL, WC).
- Gather underwriting information from producers to support submissions.
🎯 Requirements
- Bachelor’s degree in business, marketing, communication or related field.
- Property & Casualty license in resident state with 3+ years experience.
- Technical knowledge of property & casualty coverages.
- G-Suite and Salesforce experience a plus.
- Ability to prioritize in fast-paced, high-volume environments with minimal training.
- Ability to deliver high-quality client service and work cross-culturally on a global team.
🎁 Benefits
- Health, dental, and vision coverage.
- Retirement savings with employer match.
- Paid parental leave.
- Flexible time off and wellness support.
- Employee assistance programs.
- Remote work stipend.
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