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Commercial Lines Insurance Specialist
2 months ago
Harvis Inc. is seeking a committed individual to take on the role of a Commercial Lines Insurance Specialist. We pride ourselves on fostering enduring relationships with our clients while delivering outstanding service in the insurance sector.
Key Responsibilities:
- Develop and maintain robust relationships with clients and insurance carriers to ensure retention
- Respond to client inquiries, drive sales initiatives, and resolve issues promptly
- Conduct comprehensive reviews of customer policies and adjust coverage as necessary
- Ensure client satisfaction through proactive engagement and service
- Complete applications for new and renewal policies
- Accurately manage policy modifications, endorsements, and associated documentation
- Keep organized and current client records
- Build relationships with representatives from insurance carriers
- Verify and process policy information with accuracy and efficiency
- Engage in continuous training for professional growth
- Perform additional tasks as assigned
- Monday to Thursday: 9:00 am - 5:00 pm
- Friday: 9:00 am - 4:30 pm
- Active Property & Casualty Insurance license (preferred)
- Self-driven individual with exceptional communication abilities
- Proficient in various computer applications
- Positive and proactive mindset
- 3-5 years of relevant experience
- Health, Dental & Vision Insurance
- Paid Time Off: 3 weeks vacation, 5 sick days
- 401(k) retirement plan with company matching
Competitive salary based on experience, including commission opportunities.
Experience:
- 3 years in the insurance field (preferred)
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