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Private Client Advocate

3 months ago

Wilmington, United States Lyons Insurance Full time

Lyons Companies is one of the region’s largest independent and privately held risk management and insurance brokerage firms with national resources. Our top priority is serving our clients’ best interests to help them meet their strategic goals.

At Lyons, we’re always on the lookout for the best and brightest talent. If you’re a problem solver, team player and critical thinker who’s passionate about making a difference in clients’ lives and businesses, we want you on our team. You’ll apply your diverse skills and background to drive real solutions for our clients. Lyons values the work/life balance and voice of each employee. This position offers flexibility in addition to a generous compensation and benefits package.

If you are interested in making a positive change in your professional career, review the below specifics and send us your resume for consideration.

JOB RESPONSIBILITIES

  • Manage a designated book of Personal Lines insurance business; Develop and maintain relationships with high-net-worth clientele.
  • Identify risk exposures and place applicable coverage.
  • Provide day-to-day client services including coverage analysis, renewal marketing, and development of strategic personal risk management programs.
  • Understand the regulations governing Personal Lines insurance.
  • Compile and prepare marketing and underwriting data.
  • Review quotations, policies, endorsements, and audits for accuracy.
  • Prepare binders, certificates, automobile ID cards, and similar deliverables.
  • Meet with clients and correspond professionally via email and telephone.
  • Organize underwriting information, correspondence, and other pertinent information in our agency management system.
  • Pursue a program of personal and professional development.
  • Perform additional responsibilities as needed.
  • Work a full-time ‘hybrid’ schedule with 2 to 4 days per week on-site.
QUALIFICATIONS
  • Property & Casualty Insurance license is required.
  • A high school diploma is required; College degree is preferred.
  • 3+ years’ experience in a similar capacity is required.
SKILLS AND ABILITIES
  • Ability to prioritize tasks and meet projected deadlines.
  • Ability to complete continuing education requirements.
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
  • Ability to attend company, department and team meetings including industry training sessions.
  • Excellent oral and written communication skills.
  • Ability to work in a team and exercise independent judgement.
  • Strong organizational and time management skills.
TECHNOLOGY
  • Microsoft Office (Word, Excel, Outlook, PowerPoint) experience is required.
  • Applied EPIC or other agency management software experience is preferred yet not required.

PHYSICAL CAPABILITIES

The physical capabilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL DEMANDS:

Less than 40% of time: Standing, walking, reaching with upper extremities, climbing or balancing, stooping, kneeling, crouching or crawling.

At least 60% of time: Sitting, use of hands and fingers for technology, speaking and listening.

This position requires the ability to lift at least 10 pounds regularly.

This position has no special vision or hearing requirements.

Lyons Companies is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Lyons Companies does not accept unsolicited resumes from third-party vendors.