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Rebecca Mavres
Insurance Recruiter @ The Jonus Group
Job Description
Personal Insurance Producer- Hybrid
Summary:
Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Personal lines insurance coverages.
Job Description:
Full knowledge of insurance products and usages
Ability to advise and consult with clients
Manage workflow of assigned book of business and delegate workflow
Maintain accounts in accordance with organizational guidelines
Service and monitor account activity.
Call existing insured to compliment or “round out” personal accounts.
Work strategically with sales staff to optimize relationships and protect client’s business.
Perform special projects as directed by the VP, Personal Lines.
Review policies and coverage for accuracy and rating calculations.
Process endorsements, placement requests and invoicing.
Complete and prepare certificates, proposals, policy summaries and reviews.
Develop and maintain excellent relationships with our partners, carriers, and vendors.
Responsible for marketing process & quoting new and renewal business
Requirements:
2+ years of experience handling Personal Insurance Accounts
Ability to meet/w clients and discuss insurance mitigation strategies
Experienced w/TAM or equivalent agency management system
Must hold an active state P&C License.
Excellent Customer Service and Organizational skills.
Strong written and verbal communication skills.
High School Diploma: Bachelor's Degree preferred but not required.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Banking, Insurance, and Financial Services
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