Insurance Property and Casualty Account Associate
4 weeks ago
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Health Insurance, Dental, Vision, Life and other insurance options
- 401(k) Plan with company match
Responsibilities
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions and providing documentation.
- Answer customer calls and correspondence regarding new or existing insurance policies.
- Work with new clients or support a producer to understand client needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.
- Confer with customers to provide detailed information about products and services.
- Review audits or policies; verify accuracy and facilitate client needs with the carriers.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
- Collaborate with team members, provide expertise, answer questions, and participate in formal and informal meetings as needed.
Qualifications
- Possess insurance license required by your state, and have Property and Casualty lines insurance account management experience.
- Two or more years experience preferred.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
- Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
- Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
About Us:
- Ash Group is a locally owned and operated independent insurance agency.
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