Description

Our Agency

SeibertKeck Insurance Partners is on a mission to change the insurance buying experience. That starts by doing the right thing, every time. We protect the hard work of our middle market commercial, small business, and personal insurance clients, focusing on improving their risk profile and controlling cost. Behind every client stands 100 years of history and the hard-working people of SeibertKeck Insurance Partners.

Recognized by Insurance Business America as a Top Insurance Employer and Top Insurance Workplace as voted on by industry peers and agency associates. We have been identified as one of the Top 100 independent insurance agencies by Insurance Journal and a top Northeast Ohio agency by Crain’s Cleveland Business.

Our agency was founded in Akron, OH in 1910 and has grown to over 160 employees across 19 locations in Ohio, Florida, and Kentucky.

Our competitive advantages include regional specialization, client education focusing on risk prevention not reaction, access to regional, national, and international insurance markets, boasting a reliable in-house claims service team.

SeibertKeck Insurance Partners goes beyond premium by reducing costs through proprietary, specialized risk management and loss control processes, negotiating best rates through relationships across varied insurance markets, driving the claims process with reliable, around the clock service partners.

JOB SUMMARY:

The Personal Lines Relationship Advisor/Specialist is a licensed agent who is responsible for providing customer service, policy maintenance, coverage placement, problem resolution and retention for an assigned group of personal lines accounts. This role requires a thorough understanding of insurance products and state and federal laws that regulate insurance. 

RESPONSIBILITIES:

· Create and maintain strong personal relationships with clients, company underwriters & producers;

· Maintain client satisfaction in the assigned books of business;

· Maintain relationships with current carriers or specialty markets to place business.

· Work on reports to gather emails and communicate with client data entry in AMS. 

· Provide technical support to Producers for new business development and assist with servicing of renewal accounts;

· Process Detailed endorsements 

· Review existing files for coverage upgrades and/or account rounding, make recommendations to insureds and document outcome in file to prevent E&O exposures, with or without producer involvement;

· Receive phone calls to service accounts for new business, renewals, endorsements, evidence of insurance and/or questions including but not limited to clients, carriers or financial institutions;

· Review renewal business accounts to determine additional lines of insurance and/or additional increased limits required for the current insurance program; 

· Process renewals in the Agency’s insurance management system by updating billing screens, commissions, producer codes, company codes and status codes while reviewing branch broker codes for accuracy;

· Issue evidence of property upon request and verifying the accuracy of the coverage on the policy; endorse policies as necessary;

· Receive change or endorsement requests from the insured or producer and process according to departmental procedures;

· Report claims to the carrier according to departmental procedures. 

· Cross-sell and actively solicit increased limits and/or coverages for accounts through sales renewal review with client and document outcome in customer file;

· Act as liaison between the carrier and client with regards to inspections and ensure that client responds and complies with recommendations by corresponding with carrier according to departmental procedures; 

· Prepare and process lost policy releases (LPRs) as requested by the insured according to departmental procedures;

· Prepare new business submissions when the new business department is on vacation or out of the office;

· Training within the Department, as needed, for existing and new team members;

· Support other team members, as needed, when Department is short-staffed, backlogged or are engaged in a special project;

· Special projects as assigned;

· Notify Department Manager or Team Leader if unable to consistently meet department’s service standards.

· Exercise Independent judgement and discretion when: 1. Evaluating and processing client requests. 

· Collect overdue accounts receivable balances from clients

Requirements

SKILLS AND EDUCATION REQUIREMENTS:

· Two years personal lines property & casualty experience;

· High school diploma or GED;

· Current, active Property and Casualty (P&C) license in the State of Ohio;

· Proficient in AMS-360, ImageRight, Microsoft Office and use of the internet;

· Ability to adapt to changes and demonstrate adherence to Agency guidelines and procedures;

· Professional demeanor;

· Analytical and decision-making skills;

· Ability to demonstrate effective presentation skills through both verbal and written communication;

· Satisfy required continuing education.

PHYSICAL DEMANDS:

· Required to stand; walk; sit; use hands to feel objects, tools or controls; reach with hands or arms; climb stairs; balance; stoop; kneel; crouch; talk and hear.

· Ability to lift and/or move up to 25 pounds;

· Vision abilities required to complete the job tasks including close vision; distance vision; color vision; peripheral vision; depth perception; and ability to adjust focus.

ADA SPECIFICS:

· Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

PLEASE NOTE: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position and are not intended to be an exhaustive list of all responsibilities, duties, skills or working conditions. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.