Account Manager And Analyst
Current- Analyze policy-related data to provide valuable insights and identify potential areas for improvement
- Calculate the breakdown in premiums, based on the number of risks and insureds on a policy
- Do quotes on CompuQuote for new business and remarkets, generate home and automobile insurance application packages, and upload new business onto portals
- Navigate through SIG Management System to organize insurance-related data, such as premiums, risk details, insureds' details, and types of policies
- Provide expert advice, recommendations, and counseling to prospects about their personal insurance coverage geared to their unique needs and exposures
- Respond to incoming requests pertaining to billing, endorsements, claims and policy changes for existing clients through portals such as Intact, CAA, SGI, Gore, Aviva, Pembridge, Economical, Echelon, and Unica