Personal Lines Policy Specialist
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 Retention 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 license
Experience Required: 2 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.
Benefit Conditions:
This Company Describes Its Culture as:
- Detail-oriented -- quality and precision-focused
- People-oriented -- supportive and fairness-focused
- Team-oriented -- cooperative and collaborative
Paid Training:
Management:
- Directly report to the Team Manager who reports to the PL, VP
Job Type: Full-time
Pay: $48,000.00 - $62,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Application Question(s):
- Which, if any, of your prior roles were for an Independent Insurance Agency, working specifically with Personal Lines Insurance?
- Please provide a couple dates/times that work best for a 20 minute phone interview.
License/Certification:
- P&C Insurance Producer License (Required)
Work Location: Remote
