Part Time position: Tuesday, Thursday, Friday

Requirements:

High School diploma (or Equivalent)

Licensed to sell personal lines insurance

New Business:

 Pre-qualifies and analyzes prospects’ coverage needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.

 Recommends coverage, as needed to meet client insurance needs. Educates clients as to coverage limitation and documents on the system.

 Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies or quotations.

 Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect data base and system.

Retention:

 Reviews current client coverages and recommends changes in coverage and in markets, as needed to ensure high quality coverage.

 Processes renewals and remarkets, as needed.

 Assists clients with making coverage changes and completes all service requests for clients.

 Informs clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverages and exclusions to clients. Uses every service contract as opportunity to review and market appropriate coverage.

Job Duties:

• Answer incoming customer inquiries
• Record customer information within our customer service database
• Engage with clients in a friendly and professional manner while actively listening to their concerns
• Offer support and solutions to customers in accordance with the company's customer service policies
• Other duties as requested

Job Type: Part-time

Pay: $17.00 per hour

Expected hours: 24 per week

Supplemental Pay:

• Commission pay

License/Certification:

• Property & Casualty License (Required)

Work Location: In person