Insurance Account Executive - Personal Lines

Job Description

Job Description

About Tooher-Ferraris Insurance Group:

For over 90 years, Tooher-Ferraris Insurance Group has been serving businesses and families in our local communities and across the country. We specialize in providing innovative insurance and risk management solutions with a personal touch. Our goal is to protect our clients’ financial futures by offering comprehensive insurance solutions tailored to meet their unique needs.

What you’re good at

You’re a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.

Responsibilities:

Policy Renewals:

• Assist clients in selecting appropriate personal lines insurance coverage.
• Process applications for policy renewals.
• Review policies to ensure clients have adequate coverage and make recommendations as needed.
• Collaborate with underwriters and carriers to secure the best coverage options for clients.

Client Service:

• Provide prompt and professional responses to client inquiries, requests, and concerns.
• Address client questions regarding policy changes, billing, and claims.
• Assist clients with policy endorsements, cancellations, and other service-related tasks.

Policy Maintenance:

• Keep accurate and organized client records and policy documentation.
• Regularly review policies to identify opportunities for coverage adjustments or cost savings.
• Ensure that policyholders are informed of any changes or updates to their coverage.

Cross-Selling:

• Identify cross-selling opportunities to enhance clients' insurance portfolios.
• Offer additional products and coverage options to meet clients' evolving needs.

Qualifications:

1. Active Property & Casualty insurance license in CT.

2. Minimum of 1 year of experience in personal lines insurance.

3. Exceptional customer service skills, with the ability to build strong relationships with clients, insurers, and colleagues.

4. Strong analytical and problem-solving skills.

5. Excellent verbal and written communication skills.

6. Proficiency in using Microsoft Office Suite.

7. Experience with Applied Epic and Professional Designation are a plus.

What you’ll bring to our team:

• Excellent verbal and written communication skills
• Basic math skills and aptitude for learning new technology
• Positive attitude, good listening skills and empathy
• Highly-organized and strong time management skills
• Ability to multi-task in a fast-paced environment within tight deadlines
• Works with integrity and a high-level of confidentiality

Apply now