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Role Description

This role is fully remote and requires an active P&C License. The Personal Lines Retention Agent provides a high level of service to our individual clients and helps us maintain strong relationships with our customers.

• Successfully work in a call center type of environment.
• Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed.
• Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier.
• Maintain follow-up system with insurance carriers to ensure requests are processed timely.
• Furnish underwriters with additional information as requested.
• Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request.
• Process lost policy release forms; transmit correspondence to insureds and carriers.
• Perform other specific duties and projects as assigned by management.
• Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end.
• May provide sales support, which includes rating policies and entering policy information into database.
• Pursue a program for personal and professional development.

Qualifications

• High school graduate or equivalent (some college a plus).
• 1+ year experience in sales or customer service.
• Embrace the latest technologies available.
• Excellent customer service and communication skills.
• Proficient in computer skills and basic software packages.
• Intermediate to expert computer acumen.
• Acts decisively and demonstrates good judgment.
• Strong oral and written communication skills.
• Strong attention to detail with excellent time management and decision-making skills.

Requirements

• Driven by competition.
• Enjoy participating in competitive Sales incentive contests held throughout the year.
• Want to work for the #1 Personal Lines Broker in the US.
• Seeking a progressive work environment at a rapidly growing organization.
• Leverage internal resources to assist customers.
• Desire to help others protect their future.
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
• Focused on learning and development to enhance industry knowledge and expertise.
• Well organized and maintain a well-established follow-up process.
• Great verbal and written communication.
• Self-starter willing to invest time and energy to learn the technical aspects of the business.
• Believe in integrity and building success by developing relationships with others.

Benefits

• Expected pay for this position is $25.64 per hour.
• Performance-based, uncapped commission structure and bonus incentives.
• Comprehensive benefit and total compensation packages, including:
• Health, dental, vision, life, and disability insurance.
• FSA, HSA, and 401(k) accounts.
• Paid-time-off benefits.