Insurance Service Associate

Job Summary

Supporting the Commercial Lines team, the full-time Insurance Service Associate will manage client inquiries, process new and renewal business, and maintain client information in the management system while working in a hybrid environment.

Key responsibilities

• Process new and renewal business, ensuring timely completion of client requests
• Update and maintain information in the client management system, addressing client questions and issues
• Assist in the preparation of proposals, stewardship reports, and service plans for clients

Required qualifications

• High school diploma or equivalent
• Demonstrated proficiency in Microsoft Office Suite
• Strong organizational and project management skills
• Ability to prioritize work and respond quickly to client requests
• Accountability for the quality of work delivered