We are looking to hire a licensed individual to join our Commercial Lines Insurance department. As a team member, one will be responsible for providing exceptional customer service to our current clients and new prospects, work closely with producers and co-employees, maintain knowledge of our products, and seek solutions for our client's insurance needs.
The position will handle all facets of Commercial Property and Casualty insurance.
Benefits/Perks:
Health insurance + vision and dental options - following 60 days of employment
Long and short term disability insurance - following 60 days of employment
401k with 6% matching - following 90 days of employment
Paid time off + Holidays
Competitive pay, but dependent upon experience
Flexible work from home options available
Responsibilities
Develop and maintain relationships with clients, company representatives and other team members to ensure optimal results in retention and satisfaction
Work with Producers and Clients to understand scope of operations insured, and review policies to ensure proper coverage is included and/or offered
Effectively and efficiently market new and renewal accounts
Effectively and proactively manage policy renewals
Issue Certificates, EPI's, Binders, Liability cards and other necessary insurance evidence documents
Process policies, endorsements, premium finance agreements and other physical or electronic policy documents
Promptly address policy change requests
Provide timely responses to requests for information and documents
Handle or properly refer underwriting questions
Ensure that assigned customers are aware of all insurance offerings and coverages they may need through checklists and cross sell conversations, including documentation thereof
Effectively electronically document and/or log activity throughout each day's work
Maintain and work from a suspense/diary system
Qualifications
In depth knowledge of Commercial Property & Casualty Insurance
Licensed with TX Dept of Insurance
Independent Insurance Agency experience preferred
Commitment to excellence and continuous self improvement
Commitment to follow our core values and high ethical standards
Commitment to follow the strategic plan and established procedures of our agency
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients
Ability to confidently and professionally assess and identify insurance exposures, then match those with solutions using our markets and available products and resources
Ability to work effectively and efficiently with internet based rating platforms and resources
Demonstrate proficiency in insurance knowledge, organizational skills, attention to detail, written and verbal communication, math, critical thinking and problem solving
Demonstrate mature work habits, and time management skills
Exhibit emotional maturity, intelligence, accountability, and resilience
Basic proficiency with Office 365 (Microsoft Word, Excel, OneDrive, Outlook & Teams)
Experience with AMS 360 agency management system or similar preferred
Insurance accreditation a plus
Possess a valid driver’s license and a source of reliable transportation