Insurance Account Assistant-Homeowners Division

Role SummaryPrimary **Quote new homeowner's insurance policies across multiple carriersPrepare applications and proposal packets for agent reviewInput and update client info in your management systemMonitor quote requests and ensure timely turnaroundSecondary Responsibilities (as needed):Answer incoming calls or follow-up questions from clientsClarify missing info (occupancy, pets, alarms, etc.)Assist during high-volume periods or staff absencesKey **No sales responsibilitiesLicense requiredShould be comfortable on the phone and with Florida-specific homeowners nuancesFamiliar with carriers, rating platforms, and agency systems

Created: 2025-05-07