- Responsible for devising creative solutions to meet client needs as to coverage and costs.
- Regularly exercises discretion and independent judgment on significant accounts including but not limited to:
- interviewing clients,
- collecting and analyzing information regarding the client and assisting in product and pricing determinations
- affecting, interpreting, and implementing various company policies about the specific factual circumstances of each client.
- Actively seeks to grow the Personal Lines Direct Sales Division business.
- Manages new business, including:
- conducting client research and gathering all necessary information to ensure proper coverages.
- perform any necessary or requested online rating.
- conducts loss analyses.
- preparing complete, accurate submission applications and submitting them to carriers.
- evaluating and negotiating coverages and pricing.
- generating and presenting proposals.
- binding coverages, including securing signed mandatory forms and applications per IOA procedures.
- Contacts underwriter and submits forms to obtain binder coverage.
- Ensures that policy requirements are fulfilled, including the completion of appropriate forms.
- Selects a company that offers a type of coverage requested by the client to underwrite the policy.
- Develops marketing strategies to compete with other individuals or companies who sell insurance.
- Attends in house meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Participates in the ongoing growth and professional development.
- Actively promotes company culture and a positive work environment at all times, including participation in team-building and other activities.
- Maintains frequent and transparent communication regarding individual performance and activities with supervisor, and seeks, accepts, and implements performance coaching.
- Calls on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
- Customizes insurance programs to suit individual customers, often covering a variety of risks.
- Under the direction of a Personal Lines Direct Sales Manager, the employee will meet all performance requirements, including production, quality, service, and ensuring that no liability associated with errors and omissions occur.
- Delivers outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
- Complies with all company work rules, standards, and policies and procedures at all times.
- Maintains a high degree of technical competence and industry/market expertise.
- Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
- Develops and maintains positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
- Actively seeks to grow the company business, including identifying and acting on sales opportunities.
- Will be required to maintain Continuing Education Credits to maintain active status level of insurance licensure.
- Regular and consistent attendance is expected and is a necessary component of the job.
- Perform other duties as assigned.
- General office support/administration when requested or assigned
- Manages incoming mail, faxes, and other correspondence
- Back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence
- Participates in training, mentoring, and ongoing professional development of the administrative team, account assistant, and or new hire.
- Participating in team-building and other activities
- Must obtain a state-required insurance license within the first 90 days of employment.
- Must possess outstanding verbal/written communication skills.
- Must possess strong presentation and negotiation skills.
- Must have office equipment experience and be PC and internet proficient.
- Must have exceptional customer service skills.
- Excellent multi-tasking, organizational, delegation, and decision-making skills.
- Ability to perform large work volumes with high degrees of accuracy.
- Ability to work independently and or in a team environment.
- Ability to adapt to changing work environment.
- Be of exceptional personal character.
- High School Diploma (or equivalent) required.
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Description
Vaco is looking for several Personal Lines, Inside Sales Managers for a fully remote opportunity.The ideal candidate will have a state required personal lines license or be willing to obtain one in the first 90 days.
Must have at least a year of solid personal lines experience. Home and Auto is a must
Helpful to have license in Florida and Texas
