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Job Type: Full-Time
What You’ll Be Doing
Key Responsibilities:
- Prequalifies and analyzes prospects’ personal insurance needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.
- Actively solicits increases in coverage or rounding out accounts through sales to clients. Recommends excess and surplus coverages, as needed, to meet client insurance needs.
- Educates clients about coverage limitations and informs clients of policy changes, coverage exclusions and insurance coverage needs.
- At each service contact, reviews current client coverages and recommends coverage and/or market changes to ensure high quality coverage.
- Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current.
- Maintain in-depth knowledge of computer system functions, procedures, coding and reporting capabilities for all carriers.
- Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.
What We’re Looking For
Knowledge & Skills Desired
- Strong customer service focus with a highly professional and timely manner
- In-depth knowledge of insurance products and usage
- Strong knowledge of rating procedures, coverage, and industry operations
- Excellent computer skills with working knowledge of agency management software, insurance rating software and Microsoft Office
- 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
- Must possess a solid work ethic, strong attention to detail, and be a team player
Education & Experience
A Personal Lines or Property and Casualty license is required or achieved within 6 months of employment. A minimum of 3 years of experience as a personal insurance client service representative is strongly desired. A strong background in customer service-oriented roles is preferred. Bilingual ability is considered a strong plus, but not required.
What We Offer
Benefit You’ll Enjoy
- Medical/Dental/Vision
- HRA plan pays a significant portion of the medical deductible
- Flexible Spending Account
- company paid life/STD/LTD
- 401k company match
- Vacation/Sick/Floater Time Off
- Educational Support
- 4pm close on Fridays
- Monthly Office Lunches
- Additional Voluntary Benefits
