Title: Business Insurance Advisor. Reports to: Sales Manager. Department: Sales. Employment Status: Full-time. Supervisory Responsibilities: None. Summary. This position is directly responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific Sales activities, goals and, service responsibili...
Title. Personal Lines Client Manager. Reports to. . Team Lead. Supervisory Responsibilities. None. Summary. This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-first” ser...
Personal Lines Team Lead. Title. Personal Lines Team Lead. FLSA Status. . Exempt. Shift. 1st. Reports to. . President. Department. Management. Employment Status. Full-Time. Supervisory Responsibilities. Yes. Date Created/Last Evaluated. May 2023. Summary. This position is responsible for ensuring department operations run smoothly. Primarily assisting department team members in maximizing their levels of customer service delivery. The Personal Te...
Business Insurance Client Manager. Title. Business Insurance Client Manager. FLSA Status. . Exempt. Shift. 1st. Reports to. . Business Insurance Team Lead. Department. Business Insurance. Employment Status. Full-time. Supervisory Responsibilities. None. Date Created/Last Evaluated. May 2023. Summary. This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts through analy...
