Benefits:
401(k)
Competitive salary
Dental insurance
Health insurance
Paid time off
Parental leave
Training & development
Vision insurance
Insurance Agent/CSR
Ready to join a positive state-wide team where your work is appreciated and you can truly make a difference every day? Heritage Insurance is growing, and would like to visit with you! While our ideal candidate would already be licensed in P&C insurance, we will consider training the right candidate.
In this Agent/CSR position you will work with existing and prospective property/casualty insurance clients to ensure they receive top-notch service throughout the life of the relationship. Continue to learn from our experienced agents to grow your long-term insurance career with Heritage.
Responsibilities
Build relationships with existing personal, farm and commercial insurance clients in person, online, by phone, and through written communication. Remarket accounts as needed to ensure evolving needs are met and competitive solutions delivered.
Work with referrals from sales team to quote insurance and deliver proposals to prospective clients.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotes, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Collaborate with team members in other offices.
Support and prepare clients for renewal and retention to maintain strong client relationships.
Serve as agency's Claims Coordinator.
Option to broaden into crop insurance, life insurance, health insurance to grow your book and enjoy a rewarding long-term career with compensation package increased accordingly.
Complete CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Qualifications
Preferably hold NE P&C insurance license and have a minimum of one year personal and commercial lines insurance account management experience.
Possess a valid driver’s license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, quoting procedures, underwriting expectations, coverages, and industry operations to effectively secure new business and maintain existing client base.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess strong organizational skills with an ability to complete assignments without supervision, sound business judgment, strong decision-making and proficient written and verbal communication skills.
Ability to develop proficiency in Vertafore AMS360 agency management system.
Commitment to long-term career with Heritage Insurance, a wholly-owned subsidiary of Heritage Bank which is a very successful company committed to twelve communities in Nebraska.
Benefits/Perks: Generous health insurance plan (individual or family coverage) Competitive Pay negotiated based on experience Professional growth based on your ability and initiative 401(k) Retirement Plan (Traditional and Roth) with company match Paid time off that increases with years of service Paid Maternity and Paternity Leave Optional group dental, vision, disability, life insurance options Flexible work/life scheduling within reason Details provided upon request after first interview
Job Type: Full-time
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.