Essential Job Functions/Customer Service:
* Handle phone calls, respond in a timely manner to insureds/companies/in-house requests or questions
* Compose correspondence and required response to client, company, etc.
* Activity (suspense) documentation and follow-up
* Monitor endorsement requests, receipt and accuracy
* Personal visits with client

Account Management:
* All functions necessary to provide exceptional customer service and account retention
* Complete applications for new and renewal accounts; advise producer or client of any missing items or possible enhancements available
* Keep expiration list current
* Prepare new and renewal proposals
* Flood rating and quotes
* Handle technical or complex questions or problems with insured
* Check policies and put together for delivery
* Troubleshooting, quality control, E&O protection
* Assist CSR with additional training, questions, problems; oversee workflow

Responsibilities/Other Duties:
* Maintain accounts
* Answer coverage questions, suggest alternatives
* Promote positive image of agency with personal attitude and job commitment
* Quality control and prevention of agency E&O
* Backup other units as needed, absorb CSR duties when necessary

Requirements Credentials/Training:
* Requires Personal Lines Insurance License (Personal Lines and/or P&C)
* Enrollment in education program
* Must maintain license through continuing education

* Computer literacy
* AMS proficient (preferred)
* Basic knowledge word processing (MS Word)
* Calculator
* Fax Machine
* Scanning

* Benefits begin after 30 days employment and 1st of the following month (Medical, Dental, Vision, Short-Term Disability, Flexible Spending Account (Medical/Dependent Care), Health Savings Account, Voluntary Life, Cancer and Critical Illness)
* Agency pays $50,000 of Life insurance, Long-Term Disability & AD&D per employee
* Agency matches 50% up to 4% in 401k
* Paid Time Off (PTO) can be used after 30 days of employment (1-5 years 16 days, 6-9 years 19 days, 10+ years 23 days)
* Flex Fridays (26 Fridays per year – every other Friday off) begins after 90 days of employment

Submit your resume

  • Max. file size: 8 MB.
  • Drop files here, or browse
  • This field is for validation purposes and should be left unchanged.