Related skills
data analysis microsoft office underwriting quoting tools actuarial data📋 Description
- Review client info and insurance needs to determine coverage options.
- Calculate premiums, deductibles, and policy limits using guidelines.
- Prepare and provide detailed quotes to sales agents with accuracy.
- Collaborate with agents, underwriters, and staff on quote requests.
- Maintain up-to-date knowledge of products, trends, and regulatory rules.
- Monitor internal quoting system and assist in tool enhancements.
🎯 Requirements
- High school diploma or equivalent; college degree preferred.
- Previous experience in insurance quoting, underwriting, or related field a plus.
- Strong technical and analytical skills; quick to learn new tools.
- Attention to detail, organizational, and multitasking abilities.
- Interpersonal and communication skills with team and clients.
- Proficiency with computers, including Microsoft Office and rating systems.
🎁 Benefits
- Medical, dental, and vision benefits.
- Insurance coverage and a 401(k) plan.
- Paid time off and holidays.
- Annual discretionary bonus.
- Equal opportunity employer.
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