. Familiarity with Vertafore QQ and Momentum (NowCerts) software is preferred. Strong communication, negotiation...
-to-date client records using Sagitta (Vertafore) software. Assist in the preparation of proposals and presentations for clients... management, preferably with middle-market accounts. Technical Skills: Proficiency in Sagitta (Vertafore) software is highly...
systems (e.g., Applied, Vertafore, etc.);experience with AMS360 is a plus Excellent written and verbal communication skills...
office experience General knowledge of financial accounting Knowledge of Vertafore AMS360 products. (preferred...
systems (Vertafore AMS360 or EPIC preferred) Ability to work in a team environment, within a service team and with sales...
policies in the agency management system (Vertafore/AMS360) â— Reviewing monthly renewal lists and collaborating with producers... (required) â— 5+ years of experience in Commercial Lines account management (preferred) â— Prior experience with Vertafore/AMS360...
& Annuities platforms: FAST, Sapiens, Calcfocus, Accenture Life Insurance Platform (ALIP), Vertafore/VUE, iPipeline iGo, Firelight...
rating, Vertafore AMS 360 to include Imageright, and applicable insurance laws/codes Experience and expertise in operating...
reconciliation Experience working with accounting systems and agency management systems (e.g., Epic, AMS, Vertafore, Applied...
or facilitation preferred In-depth, hands-on knowledge of enterprise and desktop applications (e.g. Applied Epic, Vertafore...