What are the responsibilities and job description for the Personal Lines Account Marketing position at Brett Insurance Agency, Inc.?
Job Description: Marketing/Rating Associate – Personal Lines
Department: Personal Lines
POSITION SUMMARY
Provide market placement support by quoting business for prospective new accounts and supporting the sales team.
JOB DUTIES/ESSENTIAL FUNCTIONS
1. Perform marketing of assigned prospective accounts, obtaining and evaluating quotes, and determining and recommending markets.
2. Educate and advise clients on insurance to best fit their needs.
3. Become proficient with various carriers’ online rating and appetite guidelines.
4. Maintain knowledge of carrier underwriting criteria.
5. Prepare and present quotes to prospect clients.
6. Obtain signed applications, payments, and required documentation to bind coverage.
7. Utilize the agency’s management system (Applied) to record files, activities, and transactions in client accounts.
8. Establish effective and positive working relationships with other team members including producers, CSRs, and management.
9. Perform other duties as assigned.
10. Prompt and reliable attendance required.
POSITION REQUIREMENTS
Education/Experience: High School diploma or equivalent required; 2 years of property & casualty insurance experience preferred; knowledge of Microsoft Outlook and Word helpful; Applied knowledge a plus.
Licensure/Certification: PA Property & Casualty Insurance License required.
Personal Characteristics: Friendly, positive attitude; willingness to help others; customer focused; good organizational skills; works well in fast paced environment; excellent oral and written communication skills; effective problem-solving techniques; punctual; ability to adapt to change.
Join us as and contribute to our mission of delivering exceptional insurance solutions tailored to our clients' needs.
Job Types: Full-time, Permanent
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Disability insurance
- Health insurance
- Paid time off
Supplemental Pay:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Johnstown, PA 15901 (Required)
Work Location: In person
Salary : $35,000 - $50,000