Insurance Broker
Demonstrated experience with Cross Functional Teamwork.
Demonstrated experience with Curious.
Demonstrated experience with Critical Thinking.
Demonstrated experience with Approachable.
Demonstrated experience with Efficient.
Professional profile
To help their clients find the best insurance policy for their specific needs, at the best price.. Provide the best quotes for perspective clients. Proficient knowledge of ARS, EPIC and various carrier systems. Able to explain complex insurance information in plain language to clients
Evaluates risks for an insurance company, advises whether the company can take on the risk, and provides the desired level of insurance coverage within the high-net-worth space.. Review of Renewals, Quotes and Endorsements within a timely manner. Proficient knowledge of HALICON, Contact and Maestro. Able to work with teammates and alone, able to speak up in a professional manner. Willing to assist teammates if need be. Knowledge of the High-Net-Worth Space
Help underwriters collect information, enter data, and analyze risk factors to determine the potential costs and benefits of insuring clients.. Promoted to Underwriter I.. Assist with entering conversion information from one system to another. Proficient knowledge of HALICON and HUON. Able to work with teammates and alone, able to speak up in a professional manner. Able to maintain a high accuracy rate while converting information