Business Insurance Agent - Mid-level (Remote)
About the position
Responsibilities
• Use a consultative approach to determine customer needs and provide tailored insurance solutions.
• Build and maintain relationships with members, non-members, and insurance carriers.
• Limit agency Errors & Omissions (E&O) exposure through proper documentation and compliance with insurance standards.
• Classify businesses and provide accurate risk management solutions based on their profiles.
• Facilitate account reviews and provide consultative advice based on risk profiles and carrier renewal cycles.
• Research industry trends and regulatory changes to improve understanding of technical and financial issues.
• Operate advanced Agency Management Systems/CRM to select appropriate products and carriers.
• Partner with underwriters for endorsements, renewals, and remarketing decisions.
• Calculate Insurance to Value (ITV) for various property types and ensure accurate replacement values.
• Provide account service for policy changes, endorsements, renewals, and cancellations.
• Facilitate the acquisition of business owners and affluent members by providing concierge-level service.
• Work with underwriters on complex accounts for renewals and endorsements.
• Identify, measure, monitor, and control risks associated with business activities.
Requirements
• High School Diploma or General Equivalency Diploma.
• 2 years of insurance sales and service experience or experience in a commercial insurance or broker agency setting.
• Valid Property and Casualty insurance license for home state or ability to obtain it within 90 days.
• Experience with High Net Worth/Private Clients and handling sensitive information.
• Excellent communication and customer service skills.
Nice-to-haves
• 4 or more years of Commercial Lines Insurance account management experience writing new business.
• 4 or more years of experience quoting and binding directly with the insured.
• Experience with Agency Management Systems and/or Salesforce.
• Experience in a multiple carrier environment.
• Active P&C General Lines License for home state.
Benefits
• Comprehensive medical, dental, and vision plans.
• 401(k) and pension plans.
• Life insurance and parental benefits.
• Adoption assistance.
• Paid time off program with paid holidays and 16 paid volunteer hours.
• Various wellness programs.
• Career path planning and continuing education opportunities.
Apply Now
Apply Now
Responsibilities
• Use a consultative approach to determine customer needs and provide tailored insurance solutions.
• Build and maintain relationships with members, non-members, and insurance carriers.
• Limit agency Errors & Omissions (E&O) exposure through proper documentation and compliance with insurance standards.
• Classify businesses and provide accurate risk management solutions based on their profiles.
• Facilitate account reviews and provide consultative advice based on risk profiles and carrier renewal cycles.
• Research industry trends and regulatory changes to improve understanding of technical and financial issues.
• Operate advanced Agency Management Systems/CRM to select appropriate products and carriers.
• Partner with underwriters for endorsements, renewals, and remarketing decisions.
• Calculate Insurance to Value (ITV) for various property types and ensure accurate replacement values.
• Provide account service for policy changes, endorsements, renewals, and cancellations.
• Facilitate the acquisition of business owners and affluent members by providing concierge-level service.
• Work with underwriters on complex accounts for renewals and endorsements.
• Identify, measure, monitor, and control risks associated with business activities.
Requirements
• High School Diploma or General Equivalency Diploma.
• 2 years of insurance sales and service experience or experience in a commercial insurance or broker agency setting.
• Valid Property and Casualty insurance license for home state or ability to obtain it within 90 days.
• Experience with High Net Worth/Private Clients and handling sensitive information.
• Excellent communication and customer service skills.
Nice-to-haves
• 4 or more years of Commercial Lines Insurance account management experience writing new business.
• 4 or more years of experience quoting and binding directly with the insured.
• Experience with Agency Management Systems and/or Salesforce.
• Experience in a multiple carrier environment.
• Active P&C General Lines License for home state.
Benefits
• Comprehensive medical, dental, and vision plans.
• 401(k) and pension plans.
• Life insurance and parental benefits.
• Adoption assistance.
• Paid time off program with paid holidays and 16 paid volunteer hours.
• Various wellness programs.
• Career path planning and continuing education opportunities.
Apply Now
Apply Now