Personal Lines Insurance Agent

Candidates interested in this position should be able to assist clients with personal lines coverage; work closely with companies to write and maintain business.

RESPONSIBILITIES:

• Assist and educate clients regarding insurance coverage and exclusions, billing, and policies available by telephone, email, or visits to the agency
• Underwrite and place new accounts; round out current client portfolio
• Quote coverage with our carriers, issue new business, make changes to policies and obtain rates for additional coverage
• Take claim reports and submit internally for processing
• Maintain computer files on clients and detail activities regarding customer contact; maintain active records on company and insured activities
• Access carrier websites for issuing policy changes and new business
• Work with producers on new accounts or changes to existing accounts; keep producers fully informed of important activities on their accounts
• Review terminations and cancellations to determine action to be taken
• Process renewals and remarkets
• Handle premium payment transactions
• Comply with organizational policies and procedures, including code of conduct and attendance policy

QUALIFICATIONS:

• P&C License
• CISR or CIC Designation a plus
• Knowledge of insurance products and usage including rating procedures, coverages, and industry operations
• Ability to multi task and prioritize with numerous interruptions
• Intermediate computer skills - knowledge of word processing, spreadsheets, and emails required. Knowledge of Epic agency management system a plus.

MINIMUM PHYSICAL REQUIREMENTS:

• Ability to lift up to 10 pounds occasionally
• Ability to sit for extended periods of time
• Ability to complete repetitive small motor activity
• Occasional travel for meetings, company seminars, and client customer premises

WORK ENVIRONMENT:

• Normal office environment
• High-pressured, fast-paced environment with significant telephone contact.

REQUIRED EQUIPMENT:

• Working knowledge of Microsoft Office products such as Word, Excel, and Outlook.
• Experience in Epic Agency Management system or other similar system for client and policy file maintenance
• Office equipment including but not limited to telephone, fax machine, typewriter, copy machine, calculator, printers, etc.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This description is not intended as a contract and is subject to change and revision.

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