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Personal Lines Insurance Broker

Insight Global

Personal insurance expertise drives this broker role, serving home, auto, and property clients with tailored coverage solutions daily.

As an experienced Personal Lines Insurance Broker, you will service and grow a personal insurance portfolio. The work includes client needs assessment, policy servicing, insurer marketing, and coverage explanations. Applied Systems Epic and Microsoft 365 support accurate, responsive brokerage operations.

Key Responsibilities:

  • Manage Auto, Home, Condo, and Tenant insurance clients
  • Process new business, renewals, endorsements, cancellations, and changes
  • Assess needs and recommend appropriate coverage solutions
  • Market risks and negotiate coverage and premiums with insurers
  • Maintain accurate records and respond professionally to inquiries

Requirements:

  • Minimum two years in Personal Lines Insurance Broking
  • Daily hands-on proficiency with Applied Systems Epic
  • Strong Microsoft 365 proficiency, including Outlook, Word, Excel, Teams
  • Solid understanding of personal insurance products
  • Excellent communication, organization, and customer service skills

Apply your personal insurance knowledge, Epic proficiency, and client service skills to manage high-volume policy transactions accurately.

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Vacancy posted 15 hours ago
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