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• Conduct client onboarding call and services.
• Insurance requirements: contract reviews and vendor certificate reviews.
• Process audits, claims, and recommendations for assigned clients.
• Process mid-term policy changes that require coverage knowledge such as officer changes, property/location changes, exposure adjustments, etc.
• Advise on agency bill/financed policy questions and midterm changes.
• Process LPR requests and policy cancellations.
• Process automatic policy renewals.
• Set policy reminder activities.
• Client relationship management.

Qualifications:

• Active CA Property and Casualty License
• Knowledge of Microsoft Office Tools: Word and Excel
• Knowledge of EPIC (or a Similar Agency Management System)
• Strong Communication Skills

100% Remote Work

401(k) With a 5% Company Match

Health, Vision, and Dental - Fully Covered

Wellness Program with Gym Membership

Designation/Certification Support

PTO (Vacation, Sick, and Holidays)