Personal Lines Policy Specialist


Job Profile and Description:

We are expanding, and we have an opening for a Personal Lines Policy Specialist to join our award-winning team.

We are an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.

We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.

As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.

 

Position Type: Full - Time

Hours: Monday through Friday 9:00 AM EST- 5:30 PM ESTEducation Required: Current P&C Insurance Producer LicenseExperience Required: 3 Years minimum


Job Responsibilities:

  • Complete policy reviews for existing clients- Renewal and Mid-Term

  • Reviews involve coverage counseling, completion/updating of RCE, policy endorsements, etc.

  • Complete new and existing client sales for select agencies - 

  • Quotes completed in comparative raters/ directly through carrier websites

  • Cross sell & Account Round 

  • Brokered/Excess Line Renewals - Obtain renewal offer, obtain completed documents, collect payment and send bind request for brokered policies. 

  • Maintain Client Files - Use of agency management system to properly note interactions, secure documents and to allow seamless interactions between departments and agency owners. 


 

Skills and Specifications:

To excel in this position, the ideal candidate should possess the following qualities:

  • Self-motivated with a drive to expand their insurance knowledge

  • Strong organizational, time management, and prioritization skills

  • Solid work ethic and commitment to delivering exceptional service

  • Excellent verbal and written communication skills to ensure professional and concise communication

  • Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport

  • Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License

Salary and Benefits:

Pay: $48,000 to $62,000 per year

  • 401K with company match

  • Paid Time Off

  • Group Health Insurance with company contribution

  • Short & Long term disability, Vision Insurance and $20,000 of term life insurance with option to purchase additional life, dental and other plans

Apply for position now

Apply with LinkedIn