Commercial Insurance

1 month ago


Los Angeles, United States Whiteboard Risk & Insurance Solutions Full time
Job DescriptionJob Description

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Requirements

  • 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

Benefits

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)



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