Objective

The primary objective of this position is to ensure the agency’s prospective and current clients feel heard, educated, and valued.

Position

Reports To: Sam Isner, President

Serves: The agency’s personal and commercial lines clients.

Job Classification: full-time (37.5-40 hours weekly), non-exempt.

Starting Salary Range: $12.00-$16.00/hour

Requirements

  1. Education: minimum of high-school diploma or equivalent.
  2. Must be willing to submit to a background check and personality assessments.
  3. Must obtain insurance license (at the agency’s expense) within sixty (60) days of hire date.

Expectations

  1. Must be equipped to deal with difficult and stressful situations in a calm and professional manner.
  2. Must be responsive and proactive, with an ability to prioritize workflow.
  3. Must be able to process, analyze, and respond to large amounts of information quickly.
  4. Must maintain strict confidentiality and trustworthiness.
  5. Must be reliable, a team player, and communicate clearly, both verbally and in writing.
  6. Must demonstrate proficiency in MS Word, MS Excel, and MS Outlook.
  7. Must be ready to have fun and celebrate success!

Desired Results

  1. Help agency achieve an annual retention rate of at least 90% for personal lines clients.
  2. Supervise the annual renewal process for all personal lines clients. Includes identifying and pursuing potential cross-sell opportunities.
  3. Manage personal and commercial lines service and billing issues (endorsements, policy changes, third-party requests, etc.).
  4. Advise and assist personal lines clients regarding the claims process, as necessary.
  5. Create a positive brand image as one of the agency’s ambassadors to outside constituents.
  6. Proactively support the agency’s leadership and sales team.
  7. Exhibit continuous growth in the areas of teamwork and personal integrity.