Personal Lines Policy Specialist
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What you'll do
- Complete policy reviews for existing clients- Renewal and Mid-Term
- Reviews involve coverage counseling, completion/updating of RCE, policy endorsements, etc.
- Complete new and existing client sales for select agencies
- Quotes completed in comparative raters/ directly through carrier websites
- Cross sell & Account Round
- Brokered/Excess Line Renewals - Obtain renewal offer, obtain completed documents, collect payment and send bind request for brokered policies.
- Maintain Client Files - Use of agency management system to properly note interactions, secure documents and to allow seamless interactions between departments and agency owners.
What they're looking for
- Current P&C Producer license
- 4 Years minimum experience
Nice to have
- Experience with Applied EPIC
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Advance your Insurance Career with Agency Administrators
Job Profile and Description:
Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Policy Specialist to join our award-winning team.
Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.
We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.
As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.
Position Type: Full – Time
Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST
Education Required: Current P&C Producer license
Experience Required: 4 Years minimum
Job Responsibilities:
- Complete policy reviews for existing clients- Renewal and Mid-Term
Reviews involve coverage counseling, completion/updating of RCE, policy endorsements, etc.
- Complete new and existing client sales for select agencies -
Quotes completed in comparative raters/ directly through carrier websites
- Cross sell & Account Round
- Brokered/Excess Line Renewals - Obtain renewal offer, obtain completed documents, collect payment and send bind request for brokered policies.
- Maintain Client Files - Use of agency management system to properly note interactions, secure documents and to allow seamless interactions between departments and agency owners.
Skills and Specifications:
To excel in this position, the ideal candidate should possess the following qualities:
- Self-motivated with a drive to expand their insurance knowledge
- Strong organizational, time management, and prioritization skills
- Solid work ethic and commitment to delivering exceptional service
- Excellent verbal and written communication skills to ensure professional and concise communication
- Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport
- Must possess a minimum of 4 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License
- Experience with Applied EPIC a plus.
Salary and Benefits:
Pay: $48,000 to $62,000 per year
Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.
Email us: Careers@agencyadmins.com
Company
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