Job Details

Level

Experienced

Job Location

Headquarters - Wyomissing, PA

Remote Type

N / A

Position Type

Full Time

Education Level

Undisclosed

Salary Range

Undisclosed

Travel Percentage

Undisclosed

Job Shift

Job Category

Undisclosed

Overview

The Loomis Company is seeking an individual who is driven, reliable, and looking to excel with our growing team! For over 65 years, The Loomis Company has been a family owned company committed to protecting what you value most.

Your people. Your assets. Your future.

WHO WE ARE :

With a reputation as one of the most trusted insurance experts in the industry, The Loomis Company continually expands our business with a focus on service, expertise, and technology.

WHO WE'RE LOOKING FOR :

Perform all required marketing, customer service and new business requirements.

• Identify sales prospects / referrals.
• Conduct customer reviews, identify needs and gaps, and identify cross sell opportunities.
• Maintain product knowledge and guidelines for each carrier.
• Utilize comparative rater to market prospect / customers.
• Select potential markets for placement and quotation, reviewing options with customers and / or producers.
• Submit new business on carrier websites; maintain activity log.
• Check all new business policies for accuracy and request any necessary corrections.
• Utilize and maintain current agency management system activities and follow up as needed.
• Prepare binders, evidence of property, ID cards, certificates, cancellation forms, etc. as needed.
• Input / update account detail in the agency management system.
• Handle client requests for information, billing, endorsements, cancellations, and other services as required.
• Request all policy changes through agency management system and submit requests to carriers.
• Maintain current state license and attend continuing education classes as required.
• Must comply and follow our workflows and procedures and follow all guidelines regarding Error & Omissions.
• Other functions may be assigned as business conditions change.

WHERE YOU'LL BE LOCATED :

In a secure, quiet location with high speed, reliable internet either remotely or in our Wyomissing Office.

WHAT YOU CAN BRING TO THE TEAM :

• Customer service experience.
• Speed and accuracy in all areas.
• Detail-oriented.
• Knowledge of Microsoft Office products.
• Excellent verbal and written communication skills.
• Organized

DESIRED EDUCATION AND EXPERIENCE :

• High School Diploma or General Education Degree (GED).
• 3 years' industry experience.
• Must have a current Property and Casualty license.
• CISR designation preferred or ability to complete course for designation.

WHAT WE HAVE TO OFFER YOU!

• Generous Paid Time Off & paid Holidays
• Work / Life Balance
• Medical, Dental, and Vision
• Healthcare spending or reimbursement accounts such as HSA or FSA
• Employer Paid Core Benefits - Life Insurance, Short & Long Term Disability, EAP
• 401k with Company match
• Many Company sponsored employee events
• Career advancement opportunities

PHYSICAL DEMANDS :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

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

While performing the duties of this job, the employee is regularly required to perform keyboard work, verbal communications and close vision computer use.

The employee may need to lift and / or move up to fifteen (15) pounds.

HIPAA SECURITY STATEMENT :

This position may require access to private health information (PHI) and / or electronic private health information (EPHI) for Loomis Company clients.

The minimum necessary access will be granted based on the employee's responsibilities. To perform their job requirements, certain employees may also be granted access to PHI and EPHI of Loomis Company employees.

The Loomis Company is proud to be an equal opportunity employer committed to hiring a diverse and inclusive workforce. We provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of sex, sexual orientation, gender (including gender identity and / or expression), pregnancy, race, color, creed, national or ethnic origin, citizenship status, religion, disability, marital status, age, genetic information, veteran status or any personal attribute or characteristic that is protected by applicable local, state or federal laws.

E-Verify is a program that electronically confirms a candidate's eligibility to work in the United States after completing the Employment Eligibility Verification (Form I-9).

The information provided on the Form I-9 is compared to the records contained in the Social Security Administration and Department of Homeland Security (DHS) databases.

This helps employers verify the identity and employment eligibility of newly hired employees.

Last updated : 2024-04-23