Respond to client inquiries maintaining documentation of communication noting existing issues and issue resolutions. Current working knowledge of Microsoft Office Suite, especially Excel and Word.
Numbers & Facts
Location
Joplin, Missouri
Description
Primary Responsibilities:
Respond to client inquiries maintaining documentation of communication noting existing issues and issue resolutions
Gather and compile client exposure information from client
Establish an expertise in exposure evaluation
Review quotes, policies and related documents and makes requests for changes as needed.
Input client information into data management system, ensuring accuracy and completeness
Generate materials for client presentations and meetings
Perform other responsibilities and duties as needed
Requirements
Must possess an active Property and Casualty agents' license. The addition of an active Life and Health agents license is a bonus.
A minimum of two years of current agency insurance experience is preferred.
Strong oral and written communication skills
Significant degree of independent judgment and discretion
High attention to detail.
Current working knowledge of Microsoft Office Suite, especially Excel and Word