Consisting of a team of talented, experienced, and trusted professionals that have been serving the property and casualty insurance industry for more than 75 years, Team Focus Insurance Group has a history of financial stability, growth through innovation, and constant progress. When you join Team Focus, you immediately become one of our most valued components. That means you can look past the paycheck and excellent benefits to an environment that will help you grow and accomplish your professional goals and objectives through teamwork.

Our “3L” philosophy is designed to help all our team members: Learn something new every day; Laugh every day; and Love what you do and who you do it with. This philosophy makes for stronger individuals and, in turn, a stronger team. It also makes certain that Team Focus can deliver on a collaborative vision of being the best we can be for our customers, our partners, and our people. If you have an interest in joining a true team, one in which individual members thrive and build on the success of the whole, it’s time for us to talk.

This is a fully remote position.

Summary: Develop, support and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Receives incoming phone calls for endorsement activity, in-depth coverage questions, routine coverage questions, renewals, and checking and issuing binders, certificates and policies.
• Experience with worker's compensation underwriting, including a solid understanding of relevant regulations and risk assessment methodologies.
• Quotes new business, policies and/or coverages for new and existing clients, on behalf of the carrier.
• Prepares and/or order policy change requests.
• Reviews expirations in advance of the renewal date to review coverage's.
• Prepares and/ provides service and support to other sales agents.
• Actively seeks to cross-sell other coverages to existing clients.
• Takes claim information and report new claims to the company.
• Maintains adequate suspense on outstanding items and follow up in a timely manner until its conclusion.

Competency: To perform the job successfully, an individual should demonstrate the following competencies:

- Demonstrates a sense of ownership and responsibility in successfully delivering results.

- Uses intuition and experience to complement data.

- Manages difficult or emotional client situations; Responds promptly to client needs; Solicits client feedback to improve service; Responds to requests for service and assistance; Meets commitments.

- Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organization’s core values.

- Creates effective working relationships across multiple levels and multiple functions within both client and Company organizations.

- Demonstrates persistence and overcomes obstacles.

- Speaks clearly and persuasively in positive or negative situations; demonstrates consultative telephone sales skills; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

- Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Ability to handle multiple tasks.

- Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.

- Approaches others in a tactful manner; Reacts well under pressure; Follows through on commitments.

- Manages multiple projects and multi-level projects simultaneously. Adaptable and able to perform different roles on projects as required.

– Consultative sales skills and documents sales process.

– Understands technology as related to Property/Casualty products; Able to interact and converse with client on matters of a technical nature.

- Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

Associate’s or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal & Commercial Lines including homeowners and other lines; or equivalent combination of education and experience. 3-5 years' experience servicing or selling Property & Casualty Insurance Commercial policies. Previous call center experience a plus

Language Ability:

Ability to read, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, and clients. Bilingual (English and Spanish) language skills preferred.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:

Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Technical Skills:

To perform this job successfully, an individual should have a working knowledge of Microsoft Office applications to include Word, Excel, PowerPoint, and Outlook and Internet browser applications. Must be able to use a variety of office equipment, including scanner, copier, fax machine, and calculator.

Certificates and Licenses:

Active Property and Casualty license and ability to be licensed in all 50 states required.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands:

Ability to work a rotating shift, with hours extending to 8:00pm ET.

While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear over the telephone; sit for extended periods of time; use hands to, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds.

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Why join the Team Focus Insurance Group Team?

The Team Focus Insurance Group Difference:

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account
• Competitive Salaries
• 401K Match
• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
• Short and Long-Term Disability
• Employee Support Programs, Including Mental Health
• Tuition Reimbursement
• Matching Charitable Gift Program
• Lucrative Referral Program
• Commuter Benefits
• Flexibility: Remote and Hybrid Opportunities Available

This position is not able to be performed in California, Colorado, New York or Washington.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift

Application Question(s):

• What are your salary expectations? Please do not disclose current salary.
• Do you have a quiet distraction free environment?
• Do you have a minimum of 2-3 years working experience in Commercial Lines underwriting?
• Do you have 1 - 2 years of experience with Worker's compensation underwriting, including a solid understanding of relevant regulations and risk assessment methodologies?
• Do you have an active 2-20 agent license?

Ability to Relocate:

• Columbus, OH 43207: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Columbus, OH 43207