Associate connecting industry experts to consulting firms using AI - powered technology. Involved in research and communication across various sectors to fulfill client requests.
About the role
- Insurance Associate at Savvital handling day-to-day client operations and managing policy servicing across personal and commercial lines. Ideal for detail-oriented individuals with prior insurance exposure.
Responsibilities
- Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers
- Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance
- Assist with policy endorsements, renewals, cancellations, and general servicing requests
- Support agents with documentation, follow-ups, and policy-related inquiries
- Maintain and update client records in CRM systems, ensuring data accuracy and completeness
- Track policy statuses, renewals, and follow-up activities to ensure timely servicing
- Communicate with insurance carriers for quotes, policy updates, and clarifications
- Navigate carrier portals to retrieve documents and submit required information
- Act as a point of contact for routine client communications via email and internal systems
- Ensure timely, professional, and clear communication aligned with client and compliance standards
- Organize insurance documents, proposals, and policy files
- Support internal teams with reporting, data entry, and workflow management
Requirements
- A 4-Year Bachelor’s degree is preferable, ideally in Accounting & Finance, Business Studies, Economics, or Public Relations
- Prior experience working in the insurance industry (personal and/or commercial lines preferred)
- Entry-level or minimal experience in client-facing or insurance support roles
- Strong interpersonal and communication skills, both written and verbal
- High attention to detail with the ability to manage multiple tasks and deadlines
- Willingness to learn, adapt, and grow within insurance operations and client services
- Comfortable working with CRM systems and carrier portals
Benefits
- Internet, electricity, and wellbeing allowances
- Medical Insurance: Coverage for you
- Performance-based bonuses
- Annual bonuses and increments
- Company-wide success bonuses
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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