About this role
Insurance CRM Office Admin at Jason Street - Allegiance Insurance. Location: Fairfield, New Jersey, United States. Role: managing crm, processing documents, assisting producers Requirements: Manage agency CRM (AMS 360), AgencyZoom and QuickBooks; process insurance documents and payments; create proposals and bind policies; obtain Property & Casualty license within 9-12 months. Category: Administrative & Clerical Support Seniority: Mid Level Tools: AMS 360, AgencyZoom, QuickBooks Certifications: property and casualty Commitment: Full Time Workplace: Onsite Languages: English