Insurance Account Assistant-Homeowners Division Position Available In Palm Beach, Florida

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