Personal Lines Insurance Representative

Single Source Insurance Inc

Personal Lines Insurance Representative

Clearwater, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Company parties

    Dental insurance

    Free food & snacks

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Vision insurance

    Wellness resources

    Job Description – Personal Lines Agent

    Summary/Objective

    The Personal Lines Agent will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies.

    Essential Functions

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Knowledge on all lines of personal insurance including auto, homeowners, flood, boat, umbrella, etc.

    Accurately file and maintain client data and activities in the agency management system

    Collect all information needed for quotes including inspections

    Shop new and renewal business accounts through insurance market within agency timelines and deadlines

    Use our Superior Option of Carriers to up-sell current book of business.

    Market accounts to insurance carriers and/or provide required information to New Business Coordinator

    Finalize and confirm all needed items and documents prior to reaching out to insured

    Make and receive calls to agency insureds regarding in a professional and courteous manner

    Independent servicing of assigned book of business with premium of 3-5 Million

    Work with department processor to receive calls of any endorsement, payment, questions or claims

    Assist with excess workflow

    Other duties as assigned

    Competencies

    Understanding of Personal Insurance Rating Factors

    Communication proficiency in person, by phone and through emails with team members and insureds

    Ethical Conduct

    Professionalism

    Flexibility

    Initiative

    Excellent Time Management

    Supervisory Responsibility

    This position has limited supervisory responsibility over a processor assigned to them.

    Work Environment

    This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

    Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. On occasion, the employee may be required to lift up to 20 lbs.

    Position Type/Expected Hours of Work

    This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required.

    Travel

    Minimal to zero travel required. Travel to local events may be required. Occasional travel to other agency offices may be required.

    Required Education and Experience

    440 Insurance license / Customer Service

    2+ Years in a professional office environment

    Proficiency with Microsoft Outlook, Word and Excel

    Preferred Education and Experience

    220 Insurance License 4 Year college degree

    3+ years' experience in an independent insurance agency

    Proficiency with Vertafore AMS360