Specialize in quoting new business and renewals for Personal Lines policies, including Home, Auto, Dwelling Fire, Watercraft, and Umbrella.
-Use Applied Epic to manage and process renewal policy quotes efficiently
-Conduct research and input client information into PL Rater or EZLynx to generate competitive multi-carrier quotes.
-Ensure clients receive the best coverage options tailored to their needs.
-Maintain accuracy, compliance, and professionalism throughout the quoting process.
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: 1 - 2 years
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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