- Handle renewals, quotes, and account servicing for personal and commercial insurance lines.
- Manage inbound email and phone communications, triaging, responding where appropriate, and escalating issues that need attention.
- Track open action items, follow-ups, and deadlines, and flag risks before they become problems.
- Manage calendars, scheduling, and meeting coordination.
- Prepare clear reports, summaries, and briefing materials.
- Maintain organized, current records across CRM systems and shared drives.
- Use AI tools to draft communications, summarize threads, and eliminate repetitive manual tasks.
- Support market research, competitor analysis, and social media scheduling as needed.
Microsoft Office SuiteCRMGoogle Workspace