How you will contribute:

• Prequalifies and analyzes prospects' personal insurance needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts
• Actively solicits increases in coverage or rounding out accounts through sales to clients. Recommends excess and surplus coverages, as needed, to meet client insurance needs
• Educates clients about coverage limitations and informs clients of policy changes, coverage exclusions and insurance coverage needs
• At each service contact, reviews current client coverages and recommends coverage and/or market changes to ensure high quality coverage
• Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current
• Maintain in-depth knowledge of computer system functions, procedures, coding and reporting capabilities for all carriers
• Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client

What we need from you:

• Strong customer service focus with a highly professional and timely manner
• In-depth knowledge of insurance products and usage
• Strong knowledge of rating procedures, coverage, and industry operations
• Excellent computer skills with working knowledge of agency management software, insurance rating software and Microsoft Office
• Must possess strong verbal and written communication and organizational skills
• Must have the ability to handle multiple and changing priorities in a fast-paced team environment
• Must possess a solid work ethic, strong attention to detail, and be a team player

Education & Experience:

Personal Lines or Property and Casualty license required or achieved within 6 months of employment. Minimum of 3 years of experience as a personal insurance client service representative strongly desired. Strong background in customer service oriented roles preferred. Bilingual ability is considered a strong plus, but not required.

 What we offer: 

We provide a robust benefits package with medical, dental, and FSA options, an HRA plan, and company-paid life, STD, and LTD insurance. Employees also benefit from a 401(k) match, paid time off, and educational support. Additional perks include early Friday closings, monthly office lunches, and optional voluntary benefits.