SSM - P Professional

Job Summary


Must Have Skills

• Experience in insurance quoting, submissions processing, insurance sales, or customer service with hands-on experience in preparing and managing insurance quotations.
• Proven experience in generating and managing insurance quotes using online quoting platforms.
• Strong understanding of insurance quoting workflows, rating tools, and underwriting guidelines.
• Ability to analyze client information and select appropriate coverage options to generate accurate quotes.
• Familiarity with multiple carrier portals and quoting systems (especially for the US market).
• Capability to identify and rectify errors in quote submissions to ensure speed and accuracy.
• Proficiency in CRM software and Microsoft Office (especially Excel for data entry and tracking).
• Comfortable navigating various insurance carrier quoting platforms and databases.
• Understanding of industry regulations and documentation requirements.

Good Have Skills

• Knowledge of insurance products and industry regulations

Roles and Responsibilities

• Process insurance submissions and generate quotes using online platforms in a timely and accurate manner.
• Collaborate with Client Service Managers (CSMs) to understand client requirements and tailor quotes accordingly.
• Ensure compliance with insurance industry regulations and company policies.
• Maintain updated knowledge of insurance products and underwriting guidelines.
• Utilize CRM software to document and track client interactions and quoting activities.
• Provide support to the sales and customer service teams by delivering high-quality quoting assistance.
• Follow up on pending quotes and assist in resolving client queries or issues.
• Maintain organized records of all quoting activities and submissions.
• Continuously improve quoting processes and suggest efficiency enhancements where applicable.

Location


Job Details

• Job Type: Permanent
• Shift Timing: US Shift
• Mode of Work: Hybrid
• Mode of Interview: Virtual

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.