License Customer Service Insurance - Personal Lines
WHT&S WHT&S Petersburg, VA Petersburg, VA Full-time Full-time $30,000 - $35,000 a year $30,000 - $35,000 a year PERSONAL LINES ACCOUNT MANAGER REPORTS TO:
Operations Manager PRIMARY ROLE:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, Including but not limited to:
Maintaining a high level of client service and satisfaction Marketing & placement of renewal accounts as appropriate Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service QUALIFICATIONS & Appropriate State license(s).
Minimum 3 years' insurance brokerage or the possibility for on the job training with the right candidate.
ECUCATION:
equivalent experience.
Completion of CISR or ACSR designation.
Two-year associate college degree required; four-year college degree preferred Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems Familiarity with risk assessment and risk management techniques Excellent time management, organizational and verbal and written communication skills High degree of self-motivation and self-direction DUTIES:
Support Producers' sales efforts by handling accounts once bound Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc.
, according to agency procedures, and within agency timelines Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills.
Maintain current knowledge of underwriting requirements of carriers.
Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management's request.
Job Type:
Full-time Pay:
$30,000.
00 - $35,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Profit sharing Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Commission pay Ability to commute/relocate:
Petersburg, VA 23803:
Reliably commute or planning to relocate before starting work (Preferred) Education:
High school or equivalent (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Operations Manager PRIMARY ROLE:
Day-to-day maintenance and servicing of assigned Personal Lines accounts, Including but not limited to:
Maintaining a high level of client service and satisfaction Marketing & placement of renewal accounts as appropriate Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service QUALIFICATIONS & Appropriate State license(s).
Minimum 3 years' insurance brokerage or the possibility for on the job training with the right candidate.
ECUCATION:
equivalent experience.
Completion of CISR or ACSR designation.
Two-year associate college degree required; four-year college degree preferred Extensive knowledge of all lines of personal insurance, including sophisticated and less common coverages, especially those products represented through agency Thorough knowledge of brokerage operations including claims handling, procedures, personal lines rating, agency management system, and applicable insurance laws/codes Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems Familiarity with risk assessment and risk management techniques Excellent time management, organizational and verbal and written communication skills High degree of self-motivation and self-direction DUTIES:
Support Producers' sales efforts by handling accounts once bound Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client Maintain MIS client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc.
, according to agency procedures, and within agency timelines Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines Review all items to be processed, to insure items were received as ordered.
Participate in courses for insurance/sales skills.
Maintain current knowledge of underwriting requirements of carriers.
Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management's request.
Job Type:
Full-time Pay:
$30,000.
00 - $35,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Profit sharing Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Commission pay Ability to commute/relocate:
Petersburg, VA 23803:
Reliably commute or planning to relocate before starting work (Preferred) Education:
High school or equivalent (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
