Job Description

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Council Bluffs insurance agency today! Our reputable insurance agency is looking for an exceptional insurance Commercial Lines customer service representative to join our team. At Smith Davis Insurance we pride ourselves on our outstanding insurance products and customer service.

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Vision Insurance

Life Insurance

Disability Insurance

Health Insurance

Dental Insurance

Parental Leave

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

• Maintain a book of business
• Proactively reach out to clients
• Conduct ongoing account reviews for your designated portion of the business
• Work efficiently and effectively with clients on their policies
• Effective account rounding
• Generate referrals for Commercial Lines and other departments
• Educate the clients about the benefits of having our agency as their agency
• Generate additional revenue on the book of business
• Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
• Identify account rounding opportunities and proactively pursue them
• Identify coverages that clients have with other agents
• Generate demand for coverages the client didnt know they needed (i.e. umbrella, cyber, EPLI)
• Work to attract the business owners personal insurance to the agency
• Conduct account reviews
• Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
• Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
• Follow agency remarketing guidelines
• Provide outstanding inbound service on claims, billing questions, certificates, audits and endorsements
• Work to manage clients expectations
• Follow up via phone or email with clients
• Use every opportunity to confirm and update client contact information
• Educate clients on the benefits of using our agency
• Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
• Document the management system
• Follow agency service standards on follow up and follow through
• Positive attitude and efficient work ethic
• Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
• Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
• Conduct audits on new business files
• Work with the producers to check their new business files for accuracy
• Send any onboarding materials to clients post-sale
• Update any missed new business items
• Sell new business for the agency
• Take new business opportunities and work to submit them within 48 hours of getting the opportunity
• Follow the agency sales process
• Follow up according to the sales process
• Hold the target agency closing ratio
• Work with producers to quote and bind new business leads
• Communicate with the producers on new business quoting proactively
• Submit quotes within 48 hours
• Work with underwriters on pricing and getting quotes in a timely manner
• Work to support the marketing and branding team in the following ways:
• Provide them any business cards to be entered into marketing campaigns
• Suggest blog, email and social media topics to the marketing department
• Share agency social media posts on personal social networks
Participate in pictures and agency branding opportunities when invitedRequirements

A Property & Casualty insurance license is required.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Career minded vision.
• Excellent Spelling and Grammar skills.
• Works well with other employees and is a team player with a positive attitude.
• Property & Casualty insurance license is required.
Company Description

Since 1931 Smith Davis Insurance has been a full-service INDEPENDENT insurance agency serving the residents and business owners of Council Bluffs, Omaha and the surrounding communities of Western Iowa and Eastern Nebraska. Our agency provides Auto, Home, Business, Umbrella, Life and Health insurance coverage.