What are the responsibilities and job description for the Personal Lines Insurance Agent position at Choice Insurance Agency?
Job Description
Here at Choice Insurance Agency, our agents are motivated and passionate, ensuring our clients receive the best care possible. Our agents are consistently increasing their knowledge of the Insurance Industry, working in a team engaging atmosphere where people are happy to service our clients. Are you a dependable agent with a passion for helping others? If your answer is yes, then this may be the position for you.
Position Overview: We are seeking a Personal Lines Insurance Agent / Customer Service Agent who will be responsible for working directly with clients, assisting them with their personal property and life insurance needs. Our service agent must be knowledgeable, friendly, organized, and efficient while helping our customers to ensure prompt service and support.
Benefits
Benefits Included (after 60 days):
- Employee Health Benefits (medical, dental, & vision)
- 401K Retirement Plan
- Employer-paid Group Life Insurance.
- Employee paid Long Term Disability
- Full reimbursement of costs for licenses or required training to employees on a 1-year pro-rated basis
- Paid time off
- Paid holidays
- Paid Bereavement
- Access to The Choice Financial Group business and self-improvement library
- 100% commissions paid to you on your personal policies
- Gym membership reimbursement
- Employee Referral Bonus
Responsibilities
Primary Responsibilities & Essential Functions:
- Review current policy information with clients and make coverage recommendations
- Process Insured policy change requests
- Follow up to ensure accuracy of endorsements processed by the carrier
- Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured
- Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
- Notate all interactions with Insureds in the agencies client management system
- Obtain all signatures forms/applications required by the carrier
- Process Insured payments
- Review billing accounts with insureds
- Review and update all current client contact information in the client management system
- Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages, and evidence of property forms)
- Deliver client correspondence via Email/USPS
Job Applicant Must Exhibit the Following Skills:
- Effective communicator and great communication skills
- Multitasking capabilities
- Organization skills
- Team player
- Positive can-do attitude
- Ability to remain calm under pressure
- Ability to prioritize
- Resourceful
- Excellent sales and marketing skills
- Excellent analytical, problem-solving, and decision-making skills.Excellent follow-up skills
Requirements
Education:
- High School Diploma required
Experience and Additional Competencies:
- Minimum of 1+ years of experience as a personal lines service agent reporting directly to senior management
- Experienced Independent Agent
- Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software (EPIC)
- Proficiency in collaboration and delegation of duties
- Working knowledge of all personal lines insurance, insurance agency operations, coverage’s, rates, markets, and applicable insurance laws/codes/regulations.
- Exceptional interpersonal skills
- Friendly and professional demeanor
Required:
- Must possess Property & Casualty license
- Take a Myers Briggs assessment or DISC AssessmentBackground Check
Salary : $16 - $20