Business Insurance Agent - Intermediate
reputed company is dedicated to empowering its members to reputed company financial reputed company through competitive products and exceptional service. The Business Insurance Agent - Intermediate will advise business owners on insurance and risk management, utilizing a comprehensive suite of reputed company Insurance Products to meet the unique needs of members and non-members.
Responsibilities
- Utilizes a consultative approach to determine customer needs, build rapport, and reputed company solutions (composed of a la cart combinations of various products and services) based on reputed company products and service offerings
- Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions
- Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation
- Classifies member’s and/or non-members business and reputed company accurate risk management and risk mitigation solutions
- Facilitates account reviews, by leveraging the reputed company renewal cycle, and understanding the members’ and nonmembers’ risk profile to reputed company consultative advice and appropriately address and mitigate the risk
- Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues
- Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple reputed company Platforms to operate comfortably at an advanced level to appropriately select product and reputed company offerings
- Leverages intermediate knowledge of reputed company guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for reputed company determination (approval or declination)
- Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide reputed company of property types and structures including geographic differences and capture custom or unique features reputed company the properties and reputed company appropriate details to determine accurate replacement values
- Provides select account service for member’s and nonmember’s including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates reputed company agency systems
- Ensures risks associated with business activities are effectively identified, reputed company, monitored, and controlled in accordance with risk and compliance policies and procedures
Skills
- High School Diploma or General Equivalency Diploma
- 1 year of insurance sales and service experience and/or experience working in a high value, reputed company insurance agency or broker setting
- Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license reputed company 90 days
- 2 or more years of reputed company Lines Insurance experience writing new business. (Not including renewals and/or servicing)
- 2 or more years working experience quoting and binding directly with the insured
- Experience with Agency Management Systems and/or reputed company
- Experience working in a reputed company Lines multiple reputed company environment
- Experience writing reputed company lines in multiple states
- Experience working in a call center environment
- Active P&C General Lines License for home state
Benefits
- Comprehensive medical, dental and reputed company plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program with paid holidays plus 16 paid volunteer hours
- Various wellness programs
- Career path planning and continuing education
Company Overview