Responsibilities

• Process client-related requests such as claims, policy issuance, endorsements, and schedules
• Inform and educate clients about policy coverage
• Advocate for clients with underwriters
• Assist in onboarding new clients and gathering information for quotes
• Document policy details in the agency management system
• Quote new and renewal business, and handle select renewals
• Utilize EPIC Agency management system, Excel, Word, PowerPoint, and Email applications

Qualifications

• Active Property & Casualty License preferred
• Existing professional designations (CPCU, CIC, AAI) a plus
• Solid understanding of equine insurance, terms, and coverages
• 2 years minimum experience, 5 plus years preferred
• Prior Farm or Equine Industry experience a plus

Day-to-day

The role involves processing client requests, educating clients about policy coverage, and advocating for clients with underwriters. Additionally, the position includes assisting in onboarding new clients, gathering information for quotes, and documenting policy details in the agency management system.

Benefits

• Medical, Dental, and Vision Insurance
• Company Paid Life Insurance and Long-Term Disability Insurance
• Paid Holidays, Time Off, and Parental Leave
• Employee Assistance Program
• 401(k) with Employer Contribution and Profit Sharing Bonus
• Hybrid Remote Work and Flexible Schedule

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