Role / Summary:
William needs support managing the P&C; side of the business so he can focus primarily on Health and Medicare sales during open enrollment. The VA will take ownership of quoting, customer follow-up, appointments and renewals, ensuring opportunities are handled promptly.
Skills & Responsibilities:
- Handle customer communication in both Spanish and English.
- Manage the P&C; insurance quoting process from initial inquiry through binding.
- Gather and verify customer information required for quotes.
- Prepare, review, and send quotes promptly.
- Follow up with prospects and outstanding quotes to move opportunities forward.
- Schedule and coordinate customer appointments.
- Manage policy renewals and follow-up activities.
- Maintain accurate and up-to-date CRM records.
- Support the quoting process through binding.
- Provide timely and professional customer support.
- Ensure consistent follow-up on leads, quotes, and pending opportunities.
Qualifications:
- 2-4 years of relevant Property & Casualty insurance experience preferred.
- Strong written & verbal communication skills in both English and Spanish are required.
- Strong organizational skills and attention to detail.
- Ability to manage multiple customer inquiries, quotes, and follow-ups efficiently.