To be responsible for full service, retention, rounding and referral seeking. To be self-functioning in the preparation of applications from information supplied by Producers. Marketing accounts and placement after discussing with Producers. To be self-motivated and self functioning in the handling of all lines of insurance.
Gather detailed underwriting information and select potential markets
Complete all applications, which include insured's signature and collecting deposits
Negotiate with company underwriters
Monitor outstanding quotes and applications (Prospects and Customers)
Assist Producers with policy presentations
Set up and maintain insureds' electronic files
Review and analyze company issued policies
Prepare and issue certificates of insurance
Review endorsements, claims, audits and cancel / non-renewal notifications
Work expiration lists independently and as directed by Producers
Educate clients concerning agency payment expectations & cancellation procedures
Complete renewal process
Prepare invoice(s) and monitor Accounts Receivables
Report, monitor and assist clients with claims as needed
Take ownership and initiative to provide outstanding value added customer service
Perform all other assignments requested by management
Must be licensed in Property and Casualty Insurance and have an Insurance Designation or willing to start towards that goal within three months. Individual must have the ability to perform and meet expected goals. Must be self-motivated. Must have excellent communication skills, outgoing personality and be well organized.
Education, Experience and Job Skills
Associates Degree or equivalent experience required.
Three years experience within the insurance industry preferred.
Must be prompt, efficient, accurate, and proficient in the use of Microsoft Office products.
Position requires the ability to multi-task and manage time effectively.
Excellent written and oral communication skills and customer service experience are also required.
The ideal candidate will be a team player with a positive attitude.
Please carefully review the company application and fill out all relevant fields. This will allow us to properly review your application. Please note that incomplete applications cannot be processed. Click above to apply.
Peoples Bancorp Inc.