The agent is responsible for building accurate insurance quotes across carriers and ensuring coverage aligns with client needs. They must also manage policy servicing tasks such as endorsements, renewals, and cancellations while maintaining accurate documentation.
The role involves handling personal and commercial insurance policy servicing, including endorsements and renewals. It also requires completing ACCORD forms and generating Certificates of Insurance for U.S. agencies.
The agent is responsible for building accurate quotes for auto, home, and umbrella policies across various carriers. They must also handle policy servicing, including endorsements, renewals, and cancellations while maintaining precise documentation.
