Insurance Advisor - Lynnfield, United States - SODERBERG INSURANCE SERVICES

Description

The Opportunity

You will work as a member of a team of experienced, talented and passionate Commercial and Personal Lines Insurance Advisors that provide outstanding service to our Clients.

Below are some of the responsibilities that this role will have regularly:

• Manage a book of business of existing clients
• Document information in our internal client database (TAM)
• Assist with policy changes andcancellations
• Assist with preparing quotes, and presenting quotes to clients/prospects
• Process client payments
• Followup on client payments
• Work directly with our Insurance carrier partners and clients

The Person

• Must have a minimum of 2 years experience working in commercial/personal lines specifically for an independent insurance agency
• Ability to prioritize your work everyday, and complete top priorities ontime
• Ability to learn and adapt to technology quickly
• Open to receiving regular constructive feedback relating to your performance
• Must have a very friendly, positive and upbeat personality
• A true passion for providing outstanding customer service at all times
• Strong tendency to always exceed expectations
• Significant ability to multitask detailed and complex work
• Experience using Applied TAM would be a bonus
• The passion for growing into a leadership position

The Perks
Soderberg Insurance Services offers company culture that is focused on the success, growth and happiness of our Employees.

• Competitive compensation
• Health and Supplemental Insurance
• Paid time off (PTO), paid Holidays
• 401k
• Profit sharing
• Excellent Training and Development program
• A company culture that truly values, respects and cares about its Employees

Job Type:
Permanent


Pay:
$45, $55,000.00 per year


Benefits:

• 401(k)
• Health insurance
• Paid time off
• Tuition reimbursement

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• Inperson

License/Certification:

• Insurance Agency Experience (required)
• Insurance License (preferred)

Work Location:
In person