Commercial Insurance Assistant

PRIOR INSURANCE QUOTING EXPERIENCE REQUIRED.

Tasks include:


- obtaining quotes from companies for business insurance, general liability, workers comp, and possibly auto insurance
- preparing quotes by editing PDF files
- completing ACORD forms based on data we receive
- taking client data from an online lead request and putting it into an application (PDF file)
- other tasks related to obtaining quotes and helping with insurance

Experience preferred with:

- Online quoting of insurance
- Using application information to obtain quotes
- ACORD forms
- general liability and property quoting

We use ASANA for task management. You do not have to be familiar with it, but if you are, it is helpful.

WE NEED 20 - 30 HOURS A WEEK. It may grow over time.

When you contact us, please tell us what type of quotes you have gotten before and for what insurance companies you have quoted.