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Personal Lines Client Assistant
This position is highly engaged in the customer service process. They will be directly assisting Client Managers committed to best in industry customer service.Responsibilities include, but are not limited to:Work with Client Manager or Producer to ensure all applicable information is received for quoting all client activity utilizing department systems (PL Quoter, Lexis/Nexis, EPIC).Coordinate upfront underwriting to determine best fit for client account proposals. Review all risks and limits to confirm
Snellings Walters Insurance Agency