Purpose:

Primary focus to assist with the quoting and placement of New Business and where appropriate assist with the remarketing and placement of renewal business and otherwise support all aspects of the relationships with Commercial Lines Insurance customers.

Essential Responsibilities:

• Assist with placement of new business in accordance with Procedures. 

• You will receive and record information for new commercial lines quotes and give to the CL mailbox for assignment.

• As requested from time-to-time, you will be assigned new business to quote.

• You will also be assigned a set of CL accounts which are a combination of business produced by Producers.

• You will initially be responsible for the review of all renewals in accordance with Procedures and communicate with insureds in accordance with our Procedures. Our goal is to be working 90 days in advance of renewals.

• You will when appropriate create year-to-year comparison on renewal business.

• You will present renewal proposals to ISMs, producers, or communicate with agency customers (via telephone, email, text, etc.) with renewal proposals.

• If appropriate, you will assist with the remarketing and placement of renewal business.

• If you issue a remarketed renewal policy, you will follow the Procedures (New Business) for updating policy information in Hawksoft and assigning suspense to yourself for the next renewal.

• You will generate applications, binders, renewal certificates, etc for remarketed business.

• You will proof remarketed policies when issued and arrive.

• You will also update or generate Summaries of Insurance and thank you letters on all business and electronically deliver our Welcome Kit to new customers or other scheduled communications with customers. Producers and ISMs will deliver all new business policies.

• You will issue Renewal Certificates as necessary.

• You will also be responsible for all aspects of the customer relationship during the course of the terms of the polices, including billing, certificates, endorsements, audits, inspections, etc. and will the Procedures on claims and late payment calls.

• You will also be asked to assist from time-to-time to assist walk-in customers and help answer the telephones, which might include working with a Personal Lines customer

• Assist with general office administration and customer service.

• Assist with any other administrative or customer service duties as requested from time to time.

  There is an expectation of licensing as a property and casualty agent. 

Specific Knowledge:

• A thorough appreciation of customer service techniques and sales environments is important. Also an appreciation of the insurance industry will be of great assistance.

• Experience with Hawksoft Client Management System would be significant, but not required.

Job Dimensions:

Adaptability – maintain effectiveness in varying environments, tasks, responsibilities and with different people.

Analysis – ability to relate and compare information from varying sources; identifying issues, securing relevant information and identifying relationships and alternative courses of action.

Attention to detail – thoroughness and the ability to accomplish small tasks, but with a concern with all subject matters areas involved, no matter how big or small.

Collaboration – work effectively with coworkers to accomplish organizational goals and to identify and resolve problems.

Customer Service Orientation – listens to and understands customer’s issues, problems, concerns and needs; anticipates customer’s requirements and gives high priority to customer satisfaction.

Decisiveness – readiness to make decisions; renders judgment; takes action or commits oneself.

Energy – maintaining a high activity level.

Follow Up – establishes procedures to monitor the task.

Impact – creating a good first impression; commanding attention and respect; showing an air of confidence.

Independence – taking action in which the dominant influence is ones own convictions rather than the influence of others opinions.

Innovation – generates creative solutions to most situations; tries varying and novel ways to deal with problems and opportunities.

Integrity – maintaining ethical and moral norms in job related activities.

Initiative – actively attempting to influence events to achieve goals; self- starting, rather than passive acceptance; taking action to achieve goals beyond what is necessarily required.

Listening – demonstrate an understanding of the content of oral communication; an awareness of the feelings behind the content of discussions.

Open-Minded – is willing to listen to new ideas and thoughts; is slow to judgment when dealing with paradigm shifts and new ideas.

Oral Communication – effective expression in individual group situations.

Oral Presentation – effective expression to individuals or groups.

Persuasive – use of appropriate interpersonal skills, styles and communication methods to gain acceptance of an idea, plan, activity, service or product.

Planning and Organizing – establish a course of action for self or others to accomplish specific goals.

Quality Awareness – identify conditions that might effect the quality of a product or service; implements processes and controls to maintain highest quality awareness.

Resilience – handling disappointment and/or rejection while maintaining effectiveness.

Team Oriented – understand the value of working in a group and appreciates the benefits of sharing and exchanging ideas; consider the goal of the organization more important than individual success.

Tolerance for Stress – maintain stable performance under pressure and/or opposition.

Work Standards – set high goals and standards of performance for self and expect similar high goals and performance from subordinates and others in the organization; dissatisfied with average or second best.

Written Communication – clear expression of ideas in writing, includes grammar, organization and structure.