Are you an experienced Insurance Professional who loves the industry and thrives on helping people? We are looking for a consultative professional to provide outstanding service to our customers and assist in the growth of our Agency. You must be highly reliable, with a positive attitude, sharp attention to detail, and the ability to confidently communicate and customize solutions for our clients.
Why Us?
We are a small but powerful team of professionals with laser-precision focus on transportation companies, automotive sales and service firms, construction contractors, and small businesses that create local jobs, add value to communities, and benefit our economy. We desire to engage only with those clients who show potential and will benefit from our unique consultative approach.
Responsibilities:
- Lead the renewal process for existing clients, identify and apply necessary changes, and follow through the renewal process to ensure successful retention and generation of additional business for the Agency
- Review, process, and invoice policies and endorsements ensuring accuracy
- File insurance coverage and organize files
- Pursue best possible customer experience and retention
- Constantly engage in professional self-advancement through continuous education, participation in related webinars, and self-paced curriculums for technical skills
- Conduct periodic service calls for designated accounts
- Support Producers in special projects
Requirements:
- Excellent written and verbal communication skills
- P & C Insurance license is required
- Work experience in insurance or risk management organization
- Intermediate to advanced Office 365 skills (Outlook, Teams, Word, Excel, SharePoint - tests will be given)
- Accuracy and attention to details
Preferred skills: multilingual in Spanish, Chinese, Ukrainian, Romanian, or Russian
Work Conditions:
Fast-paced multi-tasking environment with strict deadlines.
Benefits:
We offer a full benefits package and competitive pay, complemented by bonuses and commission on new business, if desired