Sunland Specialty Insurance Group is an independent insurance agency seeking an Account Manager / Customer Service Representative.
We are seeking someone with a strong background in commercial lines. This is a unique opportunity for someone to join our team who is flexible, resourceful, possesses technical knowledge and willingness to do what is necessary to get the job done! We are a close-knit team looking to build on an established book of business.
Personal lines experience is a plus!
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
- Provide outstanding customer service by handling the day-to-day account management responsibilities such as billing, policy changes, agency management system updates, claims, etc.
- Determine appropriate client service support for new and existing clients to building effective relationships and drive retention;
promptly respond to client and carrier inquiries, maintain, and enhance the agencys relationships with existing clients by executing proactive and ongoing contact initiatives
- Issue endorsements, certificates, and evidence of property, which may include review of contracts and special certificate / coverage requests for compliance
- Use specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities;
expand / round-out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage
- Quality check and thorough review of all policies and endorsements received from insurance carriers
- Timely and accurately manage the renewal process by reviewing upcoming expiring accounts and obtaining information from clients to ensure timely renewal of all policies
- Participate in seminars, training, and continuing education sessions to maintain required licenses and for knowledge, skill, and development
Requirement
- Active Property & Casualty Agent / Producer License required
- 3-5 years Independent Agency Experience required
- Proficient in Microsoft Word, Outlook, Excel and other software applications such as PDF editing software, Docusign, Epay and Zoom
- Must be a self starter who is able to work independently but also as part of a team
- Strong analytical and organizational skills
- Excellent written and verbal skills
- Proficient in agency management software-EPIC a plus
- College degree preferred
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