- 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
- 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
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Personal Lines Insurance Representative - Clearwater, United States - Single Source Insurance Inc
Description
Job Description
Job DescriptionJob Description – Personal Lines AgentSummary/ObjectiveThe Personal Lines Agent will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.4 Year college degree3+ years' experience in an independent insurance agencyProficiency with Vertafore AMS360