Equal Opportunity Employer Minorities / Women / Protected Veterans / Disabled

FULL-TIME HOURLY : These employees work from 30 to 40 hours each week and are paid on an hourly basis. They are eligible for the same benefits as salaried employees and paid time off is paid at 8 hours per day.

JOB SUMMARY :

Provides exceptional customer service to clients, and assists them with all aspects of auto, homeowners and other personal insurance products.

EDUCATION / EXPERIENCE REQUIRED :

• High school diploma or equivalent
• Proven experience and knowledge in personal lines (minimum one year)

QUALIFICATIONS / SKILLS REQUIRED :

• Property / Casualty license
• Excellent written and verbal communication skills
• Dependable and accurate
• Strong organizational and time management skills
• Commitment to customer service
• Sales oriented
• Able to multi-task and prioritize workload
• Ability to work in a team environment
• Proficient in Word and Excel
• Some understanding of company-specific applications & underwriting is a plus
• Able to evaluate customer needs and place with the appropriate market

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES :

1. Quotes and issues all lines of personal insurance in compliance with insurance providers’ requirements.

2. Services existing clients by implementing changes to existing policies.

3. Provides evidence of coverage for newly purchased vehicles and for closing of homes.

4. Contacts insurance companies on new claims. Collaborates with claims adjustors on existing claims. Acts as mediator between clients and companies.

Documents all claim information & payments into customer file.

5. Documents incoming and outgoing mail on a daily basis.

6. Uploads customer payments upon receipt.

7. Transacts agency bill policies in system; sends documentation to financial planning.

8. Tracks referrals from bank employees and those eligible for incentives; and documents progress in EnAct.

9. Documents all phone calls and daily work in activities for specific client.

10. Works on expiration reports making sure policies are issued by the companies.

11. Receives e-mails from companies and sends to appropriate agent.

12. Performs other duties as assigned.

BENEFITS :

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Vacation
• Paid Holidays
• Employee Stock Ownership Plan
• 401k Plan
• Flexible Benefit Plan
• Voluntary Life Insurance
• AD&D Insurance
• Discounted Banking Services
• EAP (Free counseling sessions)
• Discounted AAA Membership
• Fitness Discounts
• Vacation Purchase Plan
• Interest-Free Computer Loan
• Interest-Free Fitness Equipment Loan
• Service Awards
• Attendance Awards
• Funeral Leave
• Subsidized Parking (Downtown)
• Sick Leave

Last updated : 2024-02-23