Licensed Insurance Professional

5 days ago


Southampton, Pennsylvania, United States Allstate Insurance Agency - Kevin O'Neill Full time
Job Summary

The Licensed Agent role at Allstate Insurance Agency - Kevin O'Neill is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

Key Responsibilities
  • Client Acquisition and Retention
    • Identify and develop personal insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
    • Actively prospect, round accounts, and solicit increases in existing client coverage, as well as network for new clients and win backs.
  • Policy Management
    • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
    • Present policies to insured and educate them on coverages and rates.
  • Relationship Building
    • Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
Requirements
  • Job contingent on passed insurance license in Pennsylvania within 30 days of employment.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.


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