, and others), transform it to meet Trucordia standards, and load it into our centralized AMS360 instance. Work with Vertafore AMS360 API...
or high-net-worth accounts is preferred - Proficient with Vertafore/AMS360 Flexible work from home options available....
programs, including but not limited to Microsoft Word and Excel. In our office we use Vertafore products: AMS360, ImageRight...
Systems to easily access and analyze data. (Preference for Tableau, Sagitta and Vertafore). Excellent written and verbal...
through the laws, rules, and policies of the state. The position works with the IDOi Enforcement Division, Vertafore/Sircon... with system vendors, such as Vertafore/Slrcon and NIPR, In troubleshooting system errors, addressing insurance producer...
platforms and tools (e.g., AgencyZoom, Vertafore) to quote and bind policies Maintain client relationships post-sale via... skills Proficiency with CRM and quoting platforms (AgencyZoom, Vertafore, raters) preferred Self-motivated with the...
, MeridianLink and Vertafore Experience building and driving OEM/Embed partnerships with SaaS Vendors Experience creating Go...
, and underwriting sales managers Computer literacy within major agency management systems (Applied or AMS/Vertafore) Excellent...
reviewing clauses, adding endorsements, and vetting prospects. Quote new and renewal business using Vertafore QQ Catalyst... premium targets. Technical Skills: Proficiency in Vertafore QQ Catalyst (Management System) and Agency Zoom (CRM). Knowledge...