Commercial Insurance Advisor

3 weeks ago


Cincinnati, United States RebootLeads Full time $50,000 - $58,000
Job DescriptionJob Description

Job description

JOB DESCRIPTION

TITLE: Commercial Insurance Advisor

SUMMARY: The Commercial Insurance Advisor is responsible for the support and maintenance of all types of Commercial Lines accounts. This person will communicate with the carriers, as needed, to manage Commercial Lines Accounts. They will provide a high level of customer service and insurance knowledge to each insured and will maintain the customer files with a high degree of accuracy in the Agency Management System.

DUTIES:

1. Supports Producers in placement of new Commercial Lines Accounts and
Re-marketing Accounts.

2. Handles endorsement activity, obtaining quotes as needed and gathering required information to be forwarded to the carrier.

3. Communicates with clients, claimants and other customers on a regular basis, answering coverage questions and making insurance coverage recommendations as needed.

4. Completes transactions relating to coverage, billing, claims and cancellations.

5. Proficiently operates all facets of the agency’s Management System Zywave/Partner XE

6. Processes Commercial Lines renewal business, including pre-renewal account reviews.

7. Review and process new Commercial business.

8. Responds to clients' needs by producing binders, certificates, policies and other related items accurately and on time

9. Actively seeks new Commercial clients as time permits.

10. Assists in training of new agency personnel as needed.

11. Assists or completes other tasks as directed by agency management.

JOB REQUIREMENTS:
➢ High School Degree or GED.
➢ Property/Casualty Insurance License
➢ Excellent personal communication skills.
➢ Ability to communicate effectively via telephone, in writing, and through email.
➢ Knowledge of Microsoft Word, Excell
➢ Experience with Zywave/Partner XE  and Docusign preferred but not required.

WHAT WE OFFER:
➢ Competitive salary
➢ Lucrative new business incentive compensation
➢ Medical insurance available
➢ Retirement savings plan available
➢ State of the art technology
➢ Opportunity for advancement
➢ A fun, growing, fast-paced work environment
➢ Ability to work from either our Hamilton office, or Blue Ash office



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