Personal Lines Insurance Retention Specialist P&C Remote

Augustyniak Insurance Group

Personal Lines Insurance Retention Specialist P&C Remote

Jacksonville, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Dental insurance

    Health insurance

    Paid time off

    Training & development

    Location: This is a remote job working from home. We do have team meetings quarterly in Jacksonville, FL for 1 or 2 days each quarter that we would require an in-office visit/travel. However, if you prefer an in-office job that is an option.

    Why Augustyniak Insurance Group is different:

    We are a rapidly growing independent insurance agency. Our philosophy is to do the right thing, and we are very proud of our 1667 Google reviews.

    We are an independent agency, we work for clients throughout the entire state of Florida to help them find the best company for them and are not limited to just one insurance company.

    The agency uses the latest tools, integrations, and automation to make the sales and services process better and easier for our team.

    We are big enough to provide support for your career, and small enough to still have a family feel. We feel this is an outstanding place to grow professionally.

    Applicants we are seeking:

    Requires a Florida Property Casualty Insurance License (2-20 or 20-44 )

    Requires a minimum of 5 years working in a Florida Independent Agency servicing and writing auto and home and umbrella

    Must have detailed knowledge of coverage in Florida personal lines market

    Must have the ability to verbally review existing policies with clients. Must be able to identify and discuss coverage weaknesses and offer suggestions on ways to save money or optimize policies.

    Must be friendly and personable with a great phone voice

    Must be results-driven and self-motivated

    Job Responsibilities: Work with existing clients and provide friendly prompt service to customers for their personal insurance needs

    Works on our renewal team with other renewal specialists

    Exclusively works on renewal policies and insurance policies with our existing clients

    Help customers understand their insurance and options for their renewals

    Review existing policies at renewal and re-market customers to new companies as necessary

    service, and explain personal lines insurance policies including home, renters, auto, motorcycle, boat, umbrella, and jewelry insurance

    Check work to ensure agency standards are met

    Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper

    Research and resolve coverage questions

    Promptly respond to client needs either on the phone or electronically

    Maintain client files and process routine correspondence between our agency and the client or company… both paper records and our many different software programs

    Cultivate new opportunities and offer additional lines of insurance through consultative selling - can refer to our sales team

    Professional and Personal Skills:

    Proficient with Microsoft Word, Excel, Outlook and a calculator

    Type quickly and accurately

    Quote Rush and Ezlynx rating systems

    Agency Zoom or other CRM system

    Agency Management Prior usage- we use Hawksoft - but prior experience with Ams360, Applied/ Epic, or another management system

    Knowledge of Florida home and auto policies - companies used include Auto Owners, Tower Hill, Progressive, AAA, American Integrity, Southern Oak - and other independent insurance companies.

    Excellent communication skills both verbal and written

    Organized, structured, punctual and will follow the underwriting rules and guidelines

    Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

    Wages and Compensation: We offer competitive wages and bonuses depending on years of experience. Salary plus bonus and commissions.

    About Us:

    Our office is located in the Mandarin area of Jacksonville, FL (32223). Office hours are Monday to Friday from 8:30 am to 5 pm with 30 minutes for lunch. We offer paid time off, paid holidays, group medical, vision, & dental insurance, and short and long-term disability. We provide a retirement plan with 3% company match. This is a professional office setting.

    Flexible work from home options available.