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P C Licensed Insurance Advisor

Company: VirtualVocations
Location: Garden Grove
Posted on: October 19, 2024

Job Description:

A company is looking for a Remote Property & Casualty (P&C) Licensed Insurance Agent Service Advisor.



Key Responsibilities

Develop and maintain agency relationships across the United States, providing risk management solutions
Prepare and conduct annual client renewal reviews, recommending appropriate products and services based on client risk profiles
Update and maintain client accounts within a CRM system to ensure accuracy of binders, policies, and relevant documents


Required Qualifications

Active Property and Casualty License
4+ years of personal lines insurance customer service experience
Experience with high-net-worth carriers such as Chubb, PURE, AIG, etc
Proficient in using a variety of computer programs, including CRM and MS Office
Schedule availability Monday to Friday

Keywords: VirtualVocations, Irvine , P C Licensed Insurance Advisor, Other , Garden Grove, California

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