The primary focus is to provide full client support. Maintain client retention. Assist clients in placing of policies in the best available combination of price, coverage, and services for new and renewal Personal lines clients. Acts on behalf of the producer whenever necessary or requested.
Responsibilities:
- Underwrite, quote, change, issue, review and maintain all aspects of Personal Lines policies.
- Follow-up with clients and prospects to maintain required account documents such as signed applications, supplemental applications, spreadsheets, etc….
- Underwrites risk per agency marketing procedures, utilizing agency resources and relationships including, but not limited to, the new business marketing desk, company database, and internet to fully identify all available and standard and non-standard carriers, programs, etc for each line of business.
- Makes recommendations, based on client’s exposures and quotes being presented to client/prospect, to producer suggesting changes, additions, and deletions when appropriate.
- Review notice of cancellations for each client to evaluate agency intervention.
- Review and process downloaded activities and information for accuracy and consistency.
- Presents proposals (when appropriate) and discusses coverage with clients when needed. May be done on behalf of producer at their discretion.
- Service account requests, and responds to coverage/procedural questions of clients/prospects/companies/producers.
- Maintains a cordial business relationship internally and externally.
- Keeps abreast of competitive posture of agency and changes in the marketplace.
- Assist new business marketing when needed.
- Review all incoming mail, faxes, e-mails, and voicemails the day they are received and respond according to reasonable guidelines set by manager.
- Broadly participate in the retention and growth of your assigned book of business.
- Maintain a current knowledge of underwriting guidelines, rating systems and processing requirements for each personal lines carrier.
- Maintain the agency management system records in an up-to-date manner.
- Prepare customer or carrier correspondence, LPR’s, EPI’s, ID card, etc…
- Handle telephone calls and personal visits from prospects and customers about service promptly.
- Conduct coverage and date reviews with customers.
- Process all monied transactions in accordance with agency and carrier practices and procedures.
- Work suspense list daily to keep current.
- Attend educational seminars as required by Agency.
- Other duties and projects as assigned.
Minimum Required Skills and Competencies:
- Current P & C License
- Personal Lines Insurance experience
- Strong technical experience and organizational skills
- Able to work independently.
- Excellent oral and written communication skills
- Dependable and punctual
- Computer skills (Microsoft Word, Excel, and Outlook)
- Agency Management System – Epic Applied Systems preferred.
Job Types: Full-time, Permanent
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
License/Certification:
- Insurance Producer License (Required)
Work Location: Hybrid remote in Virginia Beach, VA 23462