Property & Casualty Insurance Assistant

Job Summary

Supporting Personal Risk Producers, the remote National Marketing Tech Assistant will manage new business submissions, assist with quoting and marketing summaries, and maintain accuracy in agency management systems.

Key responsibilities

• Review, input, and submit new business submissions in agency management systems
• Assist with follow-up information from Producers on recorded new business wins
• Complete marketing summaries outlining terms, rates, and carrier responses

Required qualifications

• High School Graduate; college degree preferred
• Must hold a state Property & Casualty insurance license or be willing to obtain
• Knowledge of agency management systems and underwriting processes
• Familiarity with Sagitta/WorkSmart preferred
• Comfortable with internet-based programs and Microsoft Office suite