What are the responsibilities and job description for the Personal Lines Agent position at Holden Insurance Agency?
The primary function of this position is to provide quality service to clients and cross sell within the agency.
The Account Manager will be the day-to-day liaison between the insurance company and their clients. Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies.
Job Duties:
- Build and maintain relationships with clients.
- Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
- Conduct face to face meetings with the clients as necessary.
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
- Respond to clients’ needs by producing binders, certificates, policies and other related items.
- Maintain client files in Epic and use Epic for processing all transactions.
- Process daily incoming mail.
- Know the underwriting and rating procedure for all types of personal lines policies.
- Quote and sell personal line policies.
- Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients.
- Prepare applications, submit them to insured and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses.
- Renew policies by agency standards.
- Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
- Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.
- Educate customers on each type of insurance coverage and make recommendations based on their needs.
Position Requirements:
- High School Diploma or equivalent.
- WI Property & Casualty insurance license required - can be obtained after hire.
- Strong written and verbal communication skills.
- Ability to organize, prioritize and self-manage workload.
- Computer literate with experience using Word and Excel.
- Ability to work in a team environment, with a positive attitude, and willingness to help others.
- Able to work under pressure and time constraints.
- Ability to problem solve.
- High customer service skills.
- Good attendance.
Job Type: Full-time
Schedule:
- Monday - Thursday 8:00 am to 5:00 pm
- Friday - 8:00 am to 3:00 pm
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Job Type: Full-time
Pay: $42,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $42,000 - $55,000