Overview In this role you will drive new business and service commercial insurance clients by leveraging leads and your product knowledge. You will work closely with cross-functional teams to quote, bind, and issue policies, while ensuring accuracy and timely client follow-up. You'll maintain ongoing client relationships, manage renewals, and support financial aspects of account handling. This position offers growth in a collaborative, community-focused environment with opportunities to deepen insurance expertise.
Compensation / Benefits- Health, vision, dental, and Employee Assistance Program
- 401K & Employer Matching
- Paid time off including holidays, sick leave, and bereavement
- Profit Sharing
- Tuition Reimbursement
- Paid Training Opportunities
Responsibilities- Contact leads promptly and gather information to determine suitable markets and placements
- Complete Acord or company-specific applications
- Obtain quotes or coordinate with marketing/underwriters for quotes
- Present proposals to insureds and ensure binding in writing by effective date
- Assist with financing options and determine payment plans
- Verify accuracy of new business policies
- Follow up on outstanding balances and maintain current accounts
- Coordinate renewals, endorsements, audits, cancellations, claims, and related requests with customer service
- Keep P&C license active and pursue continuing education
- Attend meetings and perform other duties as needed
- Comply with AML/BSA regulations
- Support relationships with underwriters and other industry contacts
- Maintain accurate documentation and office procedures
Key requirements- Current P&C license
- Excellence in dealing with customers
- Professional appearance and attitude
- Strong people/interpersonal skills
- Knowledge of insurance forms
- Knowledge of insurance company operations
- Strong decision making ability
- Dependability and punctuality
- Excellence in dealing with customers
- Strong people/interpersonal skills
- Dependability and punctuality
- Knowledge of insurance forms
- Knowledge of insurance company operations
- P&C license (active)
