Insure Forward, a division of Bank Forward. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected…It’s Simply the Forward Way!
Compensation Range: $20.00-33.00/hr, depending on experience.
Benefits: Health (Traditional and HD plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term disability insurance, Voluntary paid benefits, Paid Time Off, Holidays. Extended Medical Absence Leave.
Work Hours: Full-time; Monday through Friday, 8-5pm.
Key Responsibilities:
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Manage new and renewal insurance policies, ensuring accuracy, completeness, and timely processing
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Serve as a primary point of contact for clients, responding to inquiries, policy changes, and service requests with professionalism and urgency
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Review client accounts proactively to identify coverage gaps and recommend appropriate solutions
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Prepare quotes and remarket policies to provide competitive options that meet client needs
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Support sales efforts by identifying cross-sell and upsell opportunities within existing accounts
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Process policy transactions including renewals, endorsements, changes, claims, and premium payments
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Review carrier downloads for accuracy and handle invoicing for all applicable transactions
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Maintain and update carrier-specific rate and forms manuals when not available through online systems
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Build and maintain strong client relationships to support retention and long-term satisfaction
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Organize and maintain accurate, confidential client files in compliance with company policies and industry regulations
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Collaborate with team members and carriers to resolve issues and ensure a seamless client experience
Skills / Requirements / Qualifications:
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Property & Casualty insurance license required or willingness to obtain within six months of employment
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High school diploma or GED required
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Strong customer service and interpersonal skills with a client-first mindset
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Sales-oriented approach with the ability to identify opportunities and recommend solutions
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Excellent communication skills, both written and verbal
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Proficiency with computer systems and ability to learn agency management software
Equal Opportunity Employer
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