Responsibilities

• Renewals: Conduct renewal reviews and process changes according to agency procedures; follow up with underwriters and clients through the renewal cycle.
• Account servicing: Respond to inquiries, process payments, changes, claims, and requotes; log all activities in the agency management system; maintain accurate records and files.
• Growth and remarketing: Round current client accounts with additional products to retain business; solicit, refer, and evaluate new insurance opportunities; remarket Personal Lines accounts as requested.
• Collaboration and support: Assist Producers as needed and work with carriers to ensure service quality.
• Compliance: Maintain required disclosures and licensing (continuing education, etc.), and uphold confidentiality of customer information.

Requirements

Wor

• Education: High school diploma or equivalent; current Property & Casualty license in required lines or ability to obtain within 90 days of hire.
• Experience: At least 3 years of personal lines insurance servicing and quoting experience preferred.
• Skills: Strong communication (oral and written), organization, time management, analytical abilities; proficient in Excel and Word; ability to work with minimal supervision; ability to handle highly sensitive information.

Responsibilities

• Renewals: Conduct renewal reviews and process changes according to agency procedures; follow up with underwriters and clients through the renewal cycle.
• Account servicing: Respond to inquiries, process payments, changes, claims, and requotes; log all activities in the agency management system; maintain accurate records and files.
• Growth and remarketing: Round current client accounts with additional products to retain business; solicit, refer, and evaluate new insurance opportunities; remarket Personal Lines accounts as requested.
• Collaboration and support: Assist Producers as needed and work with carriers to ensure service quality.
• Compliance: Maintain required disclosures and licensing (continuing education, etc.), and uphold confidentiality of customer information.

Requirements

Wor

• Education: High school diploma or equivalent; current Property & Casualty license in required lines or ability to obtain within 90 days of hire.
• Experience: At least 3 years of personal lines insurance servicing and quoting experience preferred.
• Skills: Strong communication (oral and written), organization, time management, analytical abilities; proficient in Excel and Word; ability to work with minimal supervision; ability to handle highly sensitive information.