Key skills
Sales
About this role
Role Overview
- Perform daily service on assigned tasks by Producers and/or Account Executives with the agency’s written procedures
- Issue Proofs of Insurance (Certificate, Evidence, Auto ID)
- Respond to client inquiries, incoming mail, and company request needs on a timely basis
- Request changes on behalf of client
- Review new/renewal policies and endorsements to ensure items were received as ordered
- Process audits, cancellations, and other client-related documents
- Maintain accuracy of client data in agency management system (EPIC)
- Document all activities in agency management system (EPIC)
- Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
- Complete other functions and assignments as assigned
Requirements
- Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- EPIC experience a plus
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage