Insurance Associate
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Job Description
Insurance Associate at Savvital managing policy servicing and client operations in a virtual environment. Supporting insurance professionals with day-to-day tasks across personal and commercial lines.
Responsibilities:
- Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
- Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance.
- Assist with policy endorsements, renewals, cancellations, and general servicing requests.
- Support agents with documentation, follow-ups, and policy-related inquiries.
- Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
- Track policy statuses, renewals, and follow-up activities to ensure timely servicing.
- Communicate with insurance carriers for quotes, policy updates, and clarifications.
- Navigate carrier portals to retrieve documents and submit required information.
- Act as a point of contact for routine client communications via email and internal systems.
- Ensure timely, professional, and clear communication aligned with client and compliance standards.
- Organize insurance documents, proposals, and policy files.
- Support internal teams with reporting, data entry, and workflow management.
Requirements:
- A 4-Year Bachelor’s degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations.
- Prior experience working in the insurance industry (personal and/or commercial lines preferred).
- Entry-level or minimal experience in client-facing or insurance support roles.
- Strong interpersonal and communication skills, both written and verbal.
- High attention to detail with the ability to manage multiple tasks and deadlines.
- Willingness to learn, adapt, and grow within insurance operations and client services.
- Comfortable working with CRM systems and carrier portals.
Benefits:
- Allowances: Internet, electricity, and wellbeing.
- Medical Insurance: Coverage for you.
- Performance-based bonuses.
- Annual bonuses and increments.
- Company-wide success bonuses.
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