Job Description
- Full knowledge of insurance products and usages
- Ability to advise and consult with clients
- Manage workflow of assigned book of business and delegate workflow
- Maintain accounts in accordance with organizational guidelines
- Service and monitor account activity.
- Call existing insured to compliment or round out personal accounts.
- Work strategically with sales staff to optimize relationships and protect client’s business.
- Perform special projects as directed by the VP, Personal Lines.
- Review policies and coverage for accuracy and rating calculations.
- Process endorsements, placement requests and invoicing.
- Complete and prepare certificates, proposals, policy summaries and reviews.
- Develop and maintain excellent relationships with our partners, carriers, and vendors.
- Responsible for marketing process & quoting new and renewal business
Requirements :
- 2+ years of experience handling Personal Insurance Accounts
- Ability to meet / w clients and discuss insurance mitigation strategies
- Experienced w / TAM or equivalent agency management system
- Must hold an active state P&C License.
- Excellent Customer Service and Organizational skills.
- Strong written and verbal communication skills.
- High School Diploma : Bachelor's Degree preferred but not required.
LI-RM8
Personal Lines Producer
Perform special projects as directed by the VP, Personal Lines. Maintain accounts in accordance with organizational guidelines. Call existing insured to compliment or “round out” personal accounts. ...
Project Manager - Real Estate, Design & Construction
Womble Bond Dickinson (US) LLP is seeking an experienced Real Estate, Design & Construction Project Manager for all current and new offices. This person would be responsible for planning and delivering workspace projects, instrumental in day-to-day operations, and ultimately building of repeatable a...
Field Service Account Manager
The Field Services Account Manager is responsible for hunting and obtaining new Field Services business at existing accounts and new customers within an assigned territory. Field Services Account Manager. As an experienced professional, a Field Services Account Manager develop and deepen relationshi...
Bilingual Licensed Property & Casualty Insurance Agent - Spanish-English Remote USA - TTEC
Bilingual Licensed Property & Casualty Insurance Agent - Spanish-English Remote USABe the spark that brightens days and ignite your career with TTEC’s award-winning employment experience. As a Bilingual Licensed Property & Casualty Insurance Agent - Spanish-English working remotely in the United Sta...
Outsides Sales Representative
We are looking for a competitive, sales-driven, and highly-motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. Appear at in-person or online trainings, meet...
Live Transfer Life Insurance Sales Agent
THIS POSITION REQUIRES THAT YOU HOLD A VALID LIFE INSURANCE PRODUCERS LICENSE**. If you are a previous Lincoln Heritage or Senior Life Agent and had to fight to get an. We have sold millions in life insurance with zero lead costs under our agency field service (In-Person). If you are an agent that h...
Administrative Assistant - Gaffney, Sc
This position will perform general administrative duties for the department it is assigned to. ...
Sr Administrative Assistant
Administrative Assistant, you will be responsible for providing administrative support to the Division President and other senior leaders, as well as taking a lead role in the overall administrative support for the entire division office. Do you want to join an organization that invests in you as a(...
Account Sales Manager
Account Managers will produce positive sales growth for a specific geography or vertical market with an average of 30-35 current accounts and an average of $2 to $3. You will report to the District Sales Manager of Manufacturing. Develop account penetration strategies to include regular business rev...
Entry Level Insurance Sales Agent (2591) - Direct Auto
Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchang...