Keep our book of business accurate and current.
What you'll do:
• Process new policies, endorsements, and changes
• Maintain client records in our agency system
• Prepare documents and follow up on missing info
• Support agents with day-to-day admin
Detail-obsessed and discreet. Insurance experience is a strong plus.
Required Expertise
Policy ManagementInsurance AdminData EntryCRMAttention to Detail
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