Job Description

Service and Sales Support Associate is responsible for contributing to agency profitability and growth by providing best-in-class client service in supporting existing client retention and writing new business. The position is responsible for providing service to our clients, prospects, agents, and other agency staff. The Service and Sales Support Associate will help the office with existing business with the expectation that they will assist in the growth and retention of that business. This position entails both service and sales responsibilities, and may support Personal Lines, Commercial Lines, or both based on the business need and qualifications of the candidate.

Essential Functions:

Client-Member Relationship Management

• Prepares carrier submissions and client proposals for new business and rewrite policies
• Secures insurance for new and existing clients
• Keeps producer informed of all important activities on accounts including potential problems
• Provides timely, friendly, and proficient client service, cross-sell, and up-sell product offerings
• Reviews all quotes for coverage comparisons and ensures the most optimal solution is presented
• Provides sales support service to assist producers in finalizing new business policy processing
• Demonstrates a positive attitude and build client focused relationships with clients
• Effectively manage new business prospects and existing client workload

Administration:

• Effectively manages workload to ensure efficiency and proficiency of tasks
• Effectively manages follow up activities and completes proficient documentation on all clients’ contacts
• Proficiently uses agency management systems and carrier systems
• Maintains current producer’s license, certifications, and CE requirements for each renewal period
• Attends scheduled agency and insurance carrier meetings

Secondary Duties and Responsibilities:

• Performs other job-related duties and special projects as requested

Competency-- knowledge, skills, abilities required:

• Basic knowledge of property, casualty, life & health coverages, and ability to apply that knowledge in the performance of job duties.
• Must have a friendly positive attitude, strong written and verbal communication skills, and the ability to approach people.
• Self-motivation, a strong work ethic, and the ability to build personal relationships with clients will be essential in this position.
• Excellent organizational skills, attention to detail, and follow-up skills.
• Must maintain a high degree of confidentiality.
• Must always present themselves in a professional manner.
• Must have proficiency in PC with Microsoft Word, Excel, Access, Outlook, and good data entry skills.
• Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.

Working environment and Physical demands:

• The duties of this position are normally performed in a general office setting with the potential opportunity and ability to work from home (leadership team and agency owner discretion). This is a fast-paced work environment.
• This position is classified sedentary/light and requires the ability to sit for long periods of time.
• Ability to meet deadlines and handle multiple projects in a day.
• Visual requirements include the ability to see detail at near range with or without correction.
• Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.

Requirements

• High School diploma or equivalent. Some colleges preferred but not required.
• 1 year of Property & Casualty insurance experience preferred but not required.
• Minimum of 2 years of customer service experience required.
• Experience analyzing and understanding coverages, forms, underwriting practices and policies.
• Must have required insurance licensing or willingness to acquire within 3 exam attempts or 45 days, whichever comes first. Required Property, Casualty, Life & Health
• Must Pass company and FINRA background check to start employment.

Benefits

PTO offered, Retirement available with match after 1 yea r

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