Insurance Agency Professional

Job Title

Responsible for reviewing client's renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed.

Job Duties and Responsibilities (Essential Job Functions)

1. Review and compare client current policies with renewal policies and investigate reasons for major increases in premium. (30-40%)
2. Advise clients regarding insurance coverages and risk management issues. Identify additional insurance needs, gaps in coverage, or incorrect/outdated information. (20-30%)
3. Requote client policies as needed or requested. Send applications/cancellation forms, issue new policies, and enter information into the agency management system as needed. (20-30%)
4. Stay up to date on carriers policies, packages, coverages, discounts and underwriting guidelines. (5-10%)
5. Report circumstances that may lead to potential or actual errors and omissions claims and/or complaints. (0-5%)
6. Perform additional responsibilities as requested or assigned. (0-5%)

Performance Expectations

Meet performance and behavior expectations. Perform responsibilities with quality and professionalism. Establish positive relationships with staff, customers, and business partners. Demonstrate behavioral and technical competencies. Follow company policies and safety practices.

Qualifications

Education: Minimum high school diploma or equivalent. Experience: 5+ years in personal lines customer service. Knowledge and Skills: Working knowledge of insurance agency operations, coverages, rates, markets, and insurance laws. Thorough knowledge of personal lines insurance products. Excellent analytical, problem-solving, and decision-making skills. Excellent oral, written, and interpersonal communication skills. Proven automation, time management, and organizational skills.

Other: Current state personal lines insurance agent/broker license.

Wage

$23.50 - $28.70 hourly; actual wage is based upon education and experience.

Benefits

Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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