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Personal Lines Insurance Representative
3 months ago
- Knowledge on all lines of personal insurance including auto, homeowners, flood, boat, umbrella, etc.
- Accurately file and maintain client data and activities in the agency management system
- Collect all information needed for quotes including inspections
- Shop new and renewal business accounts through insurance market within agency timelines and deadlines
- Use our Superior Option of Carriers to up-sell current book of business.
- Market accounts to insurance carriers and/or provide required information to New Business Coordinator
- Finalize and confirm all needed items and documents prior to reaching out to insured
- Make and receive calls to agency insureds regarding in a professional and courteous manner
- Independent servicing of assigned book of business with premium of 3-5 Million
- Work with department processor to receive calls of any endorsement, payment, questions or claims
- Assist with excess workflow
- Other duties as assigned
- Understanding of Personal Insurance Rating Factors
- Communication proficiency in person, by phone and through emails with team members and insureds
- Ethical Conduct
- Professionalism
- Flexibility
- Initiative
- Excellent Time Management
4 Year college degree3+ years' experience in an independent insurance agencyProficiency with Vertafore AMS360