Essential Duties and Responsibilities: • Begins to develop relationships; attend meetings and may contribute. • Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. • Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor. • Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. • Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. This is a full-time position assigned to Onancock, VA office. The company is open to full-time remote hires with relevant lines of coverage experience. Knowledge, Skills, and/or Abilities: • Highly organized with excellent verbal and written communication skills • Self-confident to make sound independent decisions • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously • Ability to handle situations in a calm, courteous and professional manner • Customer-focused to establish and maintain effective relationships • Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook • Ability to prioritize multiple tasks to meet deadlines • Must be able to read, analyze and reconcile financial reports • Possess strong analytical and problem-solving skills • Sharp attention to detail, decision-making skills, and problem resolution • Flexibility and adaptability to changing priorities, deadlines, and technology Education and/or Experience: • Associates degree (or equivalent) and BA/BS preferred • High-level client service experience required • Insurance experience preferred or able to demonstrate a focus on an insurance career Certificates, Licenses, Registration: • P&C licensed or ability to obtain licensing within 3 months of hire Benefits: • competitive salary, • PTO & paid holidays, • 401(k) with match, exclusive discount programs, health & wellness programs, and more.