Jobs in New Hampshire 2026 (Now Hiring) - Smart Auto Apply

• With some guidance and/or direction, leads client service including ALL primary activities listed below.
• May deliver renewal messaging to some clients.
• Majority of time spent on standard process steps.
  • Often auto-renewals.  

• Evaluates exposures and renewal quote  

• Review upcoming renewals and determine which accounts warrant remarket  

• Make coverage recommendations,  

• Utilize comparative rater tool to obtain quotes  

• Transact agency billing (where applicable)  

• Obtain signed binding and notifies carriers  

• Reviews binding documents for accuracy  

• Setup and maintain accurate account details, contacts, and policy information in EPIC  

• Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  

• Attach, organize, and name documents in EPIC  

• Initiate endorsements, proofs of insurance and invoices  

• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.  

• Create activities in EPIC and assign to applicable team member  

• May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.  

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages 

• Must hold state Property & Casualty insurance license  

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.  

• Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.  

• Able to obtain firsthand customer information and use it for improvements in placements and services.  

• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.  

• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.  

• Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.  

• Proficient in self-serve portals and manages client training and utilization.  

• Follows a well-established set of activities.  

• Able to solve difficult problems that are not routine, but not overly complex.  

• Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.  

• HS Diploma or equivalent

Powered by JazzHR