Insurance Service Agent

Reporting to the AVP, Insurance Sales Manager, this position is responsible for meeting individual sales targets and agency retention requirements. This role will ensure exceptional customer service is provided to all clients through any interaction via phone, email, or in person. The role is responsible for maintaining existing policy holder’s coverage while also looking to promote additional coverage/services where necessary. Core Functions and Responsibilities Provide timely and accurate commercial insurance quotes to customers via phone and email solicitations. Focus on completing renewals monthly; prepare new business and renewal documents. Monitor policy schedules; process requests for policy endorsements and amendments as requested. As often as possible, meet customer expectations through first contact resolution by processing the appropriate endorsements, generating needed policy documents, and timely processing of policy renewals. Maintain high level of customer service by clearly communicating coverages of insurance policies, follow up, and always be available to answer questions. Proactively work with Insurance Agents over insurance policy issuance issues/concerns. Determine customer risk based on claim and payment frequency. Discuss with insurance carrier if action is needed. Effectively utilize lead management system to properly track and effectively manage leads provided daily. Meet minimum retention standards of agency’s book of business. Make outbound calls to insureds for annual review. Properly document all customer and prospect communications. Proactively contact prospects for solicitation of insurance quotes; reply and respond to all leads sourced. Conduct interviews with insurance prospects to gather all required information, analyze household data, determine customer coverage objectives, and advise customers of policy and coverage options. Research and resolution of inquiries to ensure complete customer satisfaction. Provide appropriate coverage options and discuss with client in detail. Answer customer inquiries regarding insurance policies, coverages, and pricing. Proactively contact with customers to ensure proper customer touchpoints are conducted and to maximize the profitability of the customer relationship. Develop Centers of Influence to create self-sourced opportunities. Complete Continuing Education to maintain active status of insurance licensing. Ensure compliance with Fay’s policies, processes, and practices. Successfully complete all department and company required training. Develop domain knowledge of Fay’s business to include an understanding of organizational objectives. Maintain broad influence through ongoing development of relationships across the organization. Model Fay’s Values, Operating Principles, ethical standards, professionalism, and code of conduct. Perform other duties and responsibilities as assigned. Qualifications Required Bachelor’s degree in business or related field (or equivalent combination of years of experience with High School diploma/GED) Must possess an active General Lines License with the ability to sell Commercial policies and be willing to acquire additional state licenses as needed 2+ years’ experience in servicing commercial insurance policies 2+ years’ experience in sales with a proven track record of success 2+ years’ experience with Agency Management Software Agency Raters, ACORD forms, and related insurance technology 1+ years’ experience in a call center environment, preferably in the Insurance Marketplace Commercial new Business and renewal experience preferred Knowledge of independent agency insurance principles and processes for providing customer and personal services including customer needs assessments, meeting quality standards for service, customer satisfaction, and policy retention Knowledge of principles and methods for processing insurance policy endorsements, renewals, and addendums Skills & Abilities Strong verbal and written communication skills Strong interpersonal skills Collaborative work style; high team-orientation Open to change; agile; high learning agility Strong analytical skills coupled with sound judgement Strong problem solving abilities Ability to analyze and interpret data to identify opportunities and propose solutions Strong attention to detail; strong compliance orientation; high quality of work product Ability to prioritize; effective time management Self-directed; ability to proactively ask questions and surface issues/ concerns Professional maturity, integrity, ability to maintain confidential data and information Strong business acumen; strong fiscal and technical aptitude Strong skills in MS Word, Excel, and PowerPoint Featured Benefits Medical, Dental, and Vision Insurance Company Paid Life Insurance Disability Insurance Pet Insurance 401k Program with Employer Matching Paid Holidays Wellness Initiatives Employee Assistance Program Compensation This position offers a base and eligible for commission. Fay Cares! The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders. At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal‑opportunity workplace. The Fay Group and affiliated companies participate in E‑Verify. For more information, go to #J-18808-Ljbffr Genstone Insurance