Commercial Insurance Specialist

Job Description

Job Description

Swarts, Manning & Associates, with locations in Nevada, California, and Utah, is seeking applicants for Commercial Lines Insurance Assistant in Las Vegas, Nevada. This opportunity is designed for individuals that have commercial lines experience and are ready to take a serious look at a change to an organization eager to help the person meet their goals and build a solid financial future.

Job Description:

Manage customer needs for a well-established independent insurance agency by performing the following tasks:

• Assist account manager in providing high quality customer support. 
• Files client activities accurately and in a timely manner into agency management system.
• Provides quoting support to account managers.
• Generates and distributes insurance certificates to clients.
• Files policies with state tax agency.
• Create and present renewal proposals to existing clients.
• Proofreads records, applications, and proposals.
• Maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.
• Other duties as assigned.

Experience Requirements :

• Holds appropriate P&C license. Professional designations a plus, e.g. CPCU, CIC, CISR etc.
• Insurance experience a plus. 

Competencies:

• Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.
• Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.
• Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of EPIC is ideal. 
• Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.
• Proven ability to exercise sound judgment and strong problem-solving skills.
• Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

 

Core Competencies:

• Adaptability/Flexibility
• Attention to Detail
• Listening Skills
• Organized
• Team Player
• Professional & Ethical
• Microsoft Office
• Problem Solving