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Why Join Us
Do you enjoy working with clients and solving problems? Are you experienced with Personal Lines Insurance? If so, we have an exciting opportunity for you to join a thriving agency. This key contributor is responsible for assisting customers in identifying their needs, determining the insurance options that provide the best value for their business and then growing and maintaining the relationship over time. This position requires proactive service in order to maintain and build customer loyalty.
How you will contribute
- Informs and educates clients about policy coverage, changes, exclusions and insurance needs;
- Pre-qualifies and analyzes prospective business clients according to agency standards.
- Prepares, completes and submit applications to carriers; develop summaries, proposals and provide technical support in coordination with Producer(s); and responsible for follow-up with carriers and clients;
- Assigned to Handle about 1.5-2M book of business
- Reviews policies and all documentation for accuracy and quality standards
- Assists clients with coverage changes, certificate requests, binders and endorsements; uses each contact as an opportunity to review needs and cross-sell appropriate services.
- Responsible for existing client account review and renewal process including client contact, remarketing and proposals;
- Actively seeks referrals from current clients and utilizes internal database to generate new businesses;
- Cross-sells additional business services and refers clients to personal and financial services teams
- Manages non-renewals and cancellation requests in order to retain business where appropriate
- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
- In-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service
What you need to bring to the table
- Strong customer service focus with a highly professional attitude and approach to business
- Knowledge of business insurance markets and products including rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
- Excellent computer skills with knowledge of agency management software and insurance rating software's
- Must possess strong verbal and written communication and organizational skills
- Must have the ability to handle multiple and changing priorities in a fast-paced team environment
What’s in it for you
We offer an exceptional benefits package and lots of room to grow. If you are an insurance professional with personal lines experience, our team may be the place for you to build your career. You must bring a minimum of 1 year of experience as an insurance representative or client support representative. Producer P&C licensed preferred but not required.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.
If this position sounds like you, please apply today for immediate consideration.
