Overview In this role you help clients secure tailored personal lines insurance solutions, manage policies, and handle quotes and client inquiries. You will service both new and existing business, process billing, certificates, binders, and first claim reports, and support endorsements and renewals. You'll work in a fast-paced environment to deliver accurate, timely responses and competitive multiline quotes. This position suits a licensed P&C professional who thrives in client-focused, detail-driven workflows and cross-functional collaboration.
Responsibilities- Support and service of new and existing business with timely responsiveness to client inquiries
- Prepare and manage policy quotes and endorsement requests; follow up with contacts
- Process billing, certificates, binders, and respond to first claim reports
- Obtain new business, conduct account review, and handle certificates/endorsements
- Produce multiline competitive quotes within tight timelines
Key requirements- Licensed Property & Casualty Insurance Professional
- Experience producing multiline quotes under tight deadlines
- Knowledge of certificates, endorsements, billing processes, and claims processing
- Location: Jericho, NY (implied)
- customer service orientation
- strong communication
- attention to detail
- policy quotes
- endorsement processing
- billing
