Insurance Account Assistant-Homeowners Division Position Available In Palm Beach, Florida
Tallo's Job Summary: The Insurance Account Assistant-Homeowners Division is responsible for quoting new homeowner's insurance policies, preparing applications, and updating client information. This role requires no sales responsibilities, a required license, and familiarity with Florida-specific homeowners nuances. The position also involves answering calls, clarifying missing information, and assisting during high-volume periods.
Job Description
Role SummaryPrimary Responsibilities:
Quote new homeowner’s insurance policies across multiple carriers Prepare applications and proposal packets for agent review Input and update client info in your management system Monitor quote requests and ensure timely turnaround Secondary Responsibilities (as needed): Answer incoming calls or follow-up questions from clients Clarify missing info (occupancy, pets, alarms, etc.) Assist during high-volume periods or staff absences
Key Notes:
No sales responsibilities License required Should be comfortable on the phone and with Florida-specific homeowners nuances Familiar with carriers, rating platforms, and agency systems
