Small Business Unit Advisor

4 weeks ago

Michigan City, United States General Insurance Services Full time
Job DescriptionJob Description

Job Description

General Insurance Services is a full service independent insurance agency with over 80 years of experience serving Northwest Indiana, Southwest Michigan, and many accounts in the greater Chicago market. Our mission is to “secure the future of the communities we serve” through not only our work, but our community outreach as well. We invest in our team members through training and development to help them reach their career goals and personal aspirations.

At General Insurance Services:

· We offer a competitive salary and benefits package.

· We provide ongoing training to help you learn your job.

· We deliver constant coaching and feedback to help you develop your skill.

· We encourage professional development.

· We support individual volunteer efforts within the community

General Insurance Services was recently named one of the “Best Places to Work in Indiana.” Our office is growing, and we are looking to train the right individual to fit right into our company. If you are motivated to succeed and would like to join our team, please complete our application. We will follow up with you on the next steps in the interview process.

Benefits

Benefits include Medical, Dental, Vision, 401k, Paid Time Off and Life Insurance.

Purpose

The Commercial Lines SBU Advisor builds relationships with clients in a professional manner to effectively retain the account. This advisor handles accounts that are $5,000 and under in premium.

Responsibilities:

  1. Effectively build relationships with clients and retain their business.

a. Review exposures, analyze insurance needs, and make recommendations for existing and prospective clients.

b. Provide quotes and coverage overviews to prospective clients.

c. Cross-sell and try to write the whole account.

d. Conduct periodic reviews with your existing clients.

e. Develop and maintain a service dashboard for these clients.

f. Move existing clients to a service center if applicable.

g. Respond to all incoming calls, voicemails and emails from clients, ideally within the same day.

  1. Handle all in-house sales calls of accounts that are under $5,000 in premium.

a. Acquire enough information to complete applications, questionnaires, photos, diagrams, etc for new business submissions.

b. Present the proposal in a professional and effective manner by explaining all coverage offered.

c. Close the sale and pick up necessary deposit, if any.

d. When an account significantly exceeds $5,000 in premium, then the account will be transferred to a Commercial Lines Advisor.

e. Place new clients in Cincinnati’s service center if applicable.

  1. Stay aware of the market.

a. Maintain knowledge of underwriting criteria for CL carriers represented by the agency.

b. Keep up-to-date on company issues, coverages, rates, rules, etc.

c. Select markets where you want the risk quoted.

d. Maintain a working relationship with underwriters.

e. Be familiar with company website(s) so you can access information, as needed.

f. Become familiar with rating systems and be able to use it to quote new business, etc.

g. Solicit referrals from existing CL accounts and obtain cross-sell referrals from other departments within the agency.

h. Provide referrals to other departments within the agency.

i. Keep abreast of current marketing techniques. Provide communication and marketing ideas to the department so as to benefit the growth of the agency.

Knowledge, Skills, and Abilities:

  1. Indiana Property and Casualty agent’s license is required.

  2. Bachelor degree in business preferred; the ability to read with good comprehension and precise mathematical skills and an understanding of business and marketing.

  3. The ability to deftly access all company websites for billing information, uploading endorsements, and answering client questions.

  4. Empathic listening skills and careful speaking skills.

  5. A thorough knowledge of the phone system, including the ability to transfer calls and conference call.

  6. The ability to use Outlook to send and receive emails including attachments.

  7. The ability to utilize the in-house software systems within 60 days of employment. These skills include using Genifax, scanning and attaching appropriate items in AMS; a working knowledge of the carrier websites and TransactNow in order to answer customer questions and service their needs.

  8. The ability to produce documents and applications thru the AMS system or carrier websites to write and maintain business.

Physical Demands and Working Conditions:

· Face-to-face and telephone communication requires an ability to express oneself as well as perceive and exchange ideas.

· Viewing computer terminal, perceiving and transcribing data with accuracy and keyboarding fill much of the day in an office environment.

· The employee is not exposed to adverse environmental conditions, working primarily in an office environment.

· The employee is expected to independently transport self to meetings with clients and prospects in other GIS offices as well as to activities outside the office.

· Light work. Exerting up to 20 pounds of force occasionally and/or negligible amount of force. Work can require walking while carrying objects, stooping, kneeling, crouching, as well as grasping objects, and reaching with hands and arms.

· The employee is occasionally required to stand and walk.

  • Human Resources Business Advisor, Vice President

    1 week ago

    Jersey City, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Our technologist span all lines of business and enablement functions - Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, Consumer & Community Banking, Employee Experience and Corporate Technology, Cybersecurity & Technology Controls, Chief of Technology Office, Global Technology Infrastructure, Public Cloud...

  • Equipment Finance Credit Analyst

    2 weeks ago

    Michigan City, United States Horizon Bank Full time

    Job Overview The Credit Analyst will work effectively with the Small Ticket Credit Manager to aid in the processing of small ticket transactions. Underwrite primarily scored, "app-only" small and medium sized companies by reviewing and analyzing financial and industry data, borrower performance and management capabilities and tenure to assess credit...

  • Small Business Unit Account Manager, Ag Unit

    6 days ago

    Nevada City, United States InterWest Insurance Services Full time

    We are actively recruiting for a Commercial Insurance Account Manager, to join the InterWest Team, in our Select Business Unit! This role will be working on an Agriculture book of business and small revenue policies. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative...

  • Sr. Associate, Business Operations

    3 weeks ago

    Jersey City, United States Forbes Advisor Full time

    Company Description At Marketplace, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most.We are an experienced team of industry experts dedicated to helping readers make smart...

  • Sr. Associate, Business Operations

    3 weeks ago

    Jersey City, United States Forbes Advisor Full time

    Company Description At Marketplace, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most.We are an experienced team of industry experts dedicated to helping readers make smart...

  • Small Business Account Manager

    4 weeks ago

    Oklahoma City, United States PDCM Insurance Full time

    About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit...

  • Small Business Account Manager

    4 weeks ago

    Oklahoma City, United States Penn Foster Inc Full time

    About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit...

  • Small Business Account Manager

    3 weeks ago

    Oklahoma City, United States Penn Foster Inc Full time

    About Patriot: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit...

  • CRM Content Associate

    4 weeks ago

    Jersey City, New Jersey, United States Forbes Advisor Full time

    Company DescriptionAt Marketplace, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most.We are an experienced team of industry experts dedicated to helping readers make smart decisions...

  • CRM Content Associate

    3 weeks ago

    Jersey City, New Jersey, United States Forbes Advisor Full time

    Company DescriptionAt Marketplace, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most.We are an experienced team of industry experts dedicated to helping readers make smart decisions...

  • J.P. Morgan Wealth Management

    3 weeks ago

    Michigan City, United States JPMorgan Chase & Co Full time

    Job DescriptionJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...

  • Small Business Underwriter

    2 months ago

    South Sioux City, United States Great West Casualty Company Full time

    This position offers an optional hybrid work schedule, with three days working in the office and two days working remotely.Are you looking to kick-start your career at a company that is committed to your long-term success? Do you enjoy building relationships and working as part of a team while also working independently? Join our team as a Small Business...

  • Small Business Underwriter

    3 weeks ago

    South Sioux City, United States Great West Casualty Company Full time

    This position offers an optional hybrid work schedule, with three days working in the office and two days working remotely.Are you looking to kick-start your career at a company that is committed to your long-term success? Do you enjoy building relationships and working as part of a team while also working independently? Join our team as a Small Business...

  • Small Business Banker

    6 days ago

    Kansas City, United States Bank of America Full time

    Job Description: Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great...

  • Small Business Underwriter

    4 weeks ago

    South Sioux City, United States Great West Casualty Company Full time

    This position offers an optional hybrid work schedule, with three days working in the office and two days working remotely.Are you looking to kick-start your career at a company that is committed to your long-term success? Do you enjoy building relationships and working as part of a team while also working independently? Join our team as a Small Business...

  • Small Business Underwriter

    2 months ago

    South Sioux City, United States Great West Casualty Company Full time

    This position offers an optional hybrid work schedule, with three days working in the office and two days working remotely.Want to apply Read all the information about this position below, then hit the apply button.Are you looking to kick-start your career at a company that is committed to your long-term success? Do you enjoy building relationships and...

  • Small Business Underwriter

    2 months ago

    South Sioux City, United States Great West Casualty Company Full time

    This position offers an optional hybrid work schedule, with three days working in the office and two days working remotely.Are you looking to kick-start your career at a company that is committed to your long-term success? Do you enjoy building relationships and working as part of a team while also working independently? Join our team as a Small Business...

  • Service Advisor

    2 weeks ago

    Michigan City, United States Love's Travel Stops & Country Stores Full time

    **Req ID**: 433551 **Address**: 10157 N Love's Ave, Michigan City, IN, 46361 **Welcome to Love’s!** **OBJECTIVE**:Service Advisors drive sales success in our Truck Care facilities through salesmanship, leadership, and customer service. They are key team members, combining technical and managerial skills to lead service centers and progress towards...

  • Customer Business Advisor II

    5 days ago

    Oklahoma City, United States Bayer (Schweiz) AG Full time

    At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for all Hunger for none’ is no longer a dream, but a real possibility. We’re doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our...

  • Block Advisors Tax Advisor

    3 weeks ago

    Missouri City, United States tapwage Full time

    Title Block Advisors Tax Advisor Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to...