Insurance Associate

Job Description

• Prepare, organize, and maintain insurance, client, and agent records.
• Process insurance applications, renewals, endorsements, and cancellations.
• Encode, update, and verify client and policy information in company systems.
• Assist clients with inquiries regarding policies, benefits, and requirements.
• Coordinate with clients and prospects regarding insurance product offerings.
• Conduct or assist in product presentations to clients and prospects.
• Support recruitment efforts by assisting in sourcing, onboarding, and documentation of new agents.
• Provide administrative and logistical assistance in training sessions for agents.
• Monitor policy renewals and payments, and help send reminders to clients.
• Prepare reports on daily transactions, commissions, recruitment, and training.
• Perform other related administrative and support tasks as assigned.

Qualificatio...