to create, edit, and merge letters, spreadsheets, labels, etc. Proficient in Vertafore AMS360 products. Proficient knowledge...
within the insurance industry. Technical Skills: Familiarity with Vertafore (Catalyst version) or similar agency management...
of Excel and Word, with exposure to tools such as Tableau, NIPR Producer Database, Vertafore PLM, or similar systems preferred...
systems (e.g., Applied, Vertafore, etc.);experience with AMS360 is a plus Excellent written and verbal communication skills...
-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...
. Familiarity with Vertafore QQ and Momentum (NowCerts) software is preferred. Strong communication, negotiation...
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...