Personal Insurance Producer- Remote
Summary :
Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Personal lines insurance coverages.
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 AccountsAbility to meet / w clients and discuss insurance mitigation strategiesMust hold an active state P&C License.Excellent Customer Service and Organizational skills.#LI-SW1