[Hiring] Insurance Associate @Savvital

Role Description

As an Insurance Associate - Client Services at Savvital, you will support insurance professionals by managing day-to-day policy servicing and client operations across personal and commercial lines. This role is ideal for detail-oriented individuals with prior insurance exposure who are comfortable working with multiple carriers, handling quotes and requotes, and maintaining accurate CRM records in a fast-paced, virtual environment.

What You'll Be Doing

• Insurance Quoting & Requoting:
  • 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.
• Policy Servicing & Support:
  • Assist with policy endorsements, renewals, cancellations, and general servicing requests.
  • Support agents with documentation, follow-ups, and policy-related inquiries.
• CRM Management:
  • 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.
• Carrier Coordination:
  • Communicate with insurance carriers for quotes, policy updates, and clarifications.
  • Navigate carrier portals to retrieve documents and submit required information.
• Client Communication:
  • 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.
• Administrative & Operational Support:
  • Organize insurance documents, proposals, and policy files.
  • Support internal teams with reporting, data entry, and workflow management.

Qualifications

• 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

• Base Salary: Market competitive.
• Allowances: Internet, electricity, and wellbeing.
• Medical Insurance: Coverage for you.
• Performance-based bonuses.
• Annual bonuses and increments.
• Company-wide success bonuses.