Single Source Insurance, Inc. is Hiring a Commercial Account Renewal Representative Near Clearwater, FL
The Commercial Account Renewal Representative will work directly with agency clients to provide excellent service, comprehensive insurance offerings and thorough reviews of existing policies. This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Occasionally over-time may be requested. Some weekend event participation may be required. This position has supervision responsibility of a virtual assistant. Minimal to zero travel required. Travel to local events may be required. Occasional travel to other agency offices may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications
Knowledge on all lines of business including General Liability, Workers Compensation, Commercial Auto, Commercial Property, etc.
Accurately file and maintain client data and activities in the agency management system
Collect all information needed for quotes
Shop new and renewal business accounts through insurance market within agency timelines and deadlines
Use our Superior variety of Carriers to multi-line up-sell current book of business.
Market accounts to insurance carriers and/or provide required information to Commercial Sales Agents.
Finalize and confirm all needed items and documents prior to reaching out to insured
Make and receive calls to agency insureds in a professional and courteous manner
Independent servicing of assigned book of business.
Other duties as assigned
Competencies
Understanding of Commercial Insurance Rating Factors
Communication proficiency in person, by phone and through emails with team members and insureds
Ethical Conduct
Flexibility
Initiative
Excellent Time Management
Required Education and Experience4-40 Insurance license / Customer Service 1 Year in a Commercial Account role 2 Years in a professional office environment Proficiency with Microsoft Outlook, Word, and Excel Preferred Education And Experience4 Year college degree Proficiency with Vertafore AMS360 a plus