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Personal Lines Insurance Representative - Clearwater, United States - Single Source Insurance, Inc
Description
Benefits:
401(k)
401(k) matching
Company parties
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
Job Description – Personal Lines Agent
Summary/Objective
The Personal Lines Agent will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge on all lines of business including auto, homeowners, flood, boat, umbrella, etc.
Accurately file and maintain client data and activities in the agency management system
Collect all information needed for quotes including inspections
Shop new and renewal business accounts through insurance market within agency timelines and deadlines
Use our Superior Option of Carriers to up-sell current book of business.
Market accounts to insurance carriers and/or provide required information to New Business Coordinator
Finalize and confirm all needed items and documents prior to reaching out to insured
Make and receive calls to agency insureds regarding in a professional and courteous manner
Independent servicing of assigned book of business with premium of 3-5 Million
Work with department processor to receive calls of any endorsement, payment, questions or claims
Assist with excess workflow
Other duties as assigned
Competencies
Understanding of Personal Insurance Rating Factors
Communication proficiency in person, by phone and through emails with team members and insureds
Ethical Conduct
Professionalism
Flexibility
Initiative
Excellent Time Management
Supervisory Responsibility
This position has limited supervisory responsibility over a processor assigned to them.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. On occasion, the employee may be required to lift up to 20 lbs.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.
Travel
Minimal to zero travel required. Travel to local events may be required. Occasional travel to other agency offices may be required.
Required Education and Experience
440 Insurance license / Customer Service
2+ Years in a professional office environment
Proficiency with Microsoft Outlook, Word and Excel
Preferred Education and Experience
220 Insurance License 4 Year college degree
3+ years' experience in an independent insurance agency
Proficiency with Vertafore AMS360
