What are the responsibilities and job description for the Licensed Insurance Agent position at Leddy Group?
Insurance Agent (P&C)
Our insurance client is seeking a licensed Property & Casualty (P&C) Agent for their team! If you are a client-focused professional with in-depth industry expertise, then we encourage you to consider this full-time role offering great benefits, access to monthly and annual bonuses, and a positive, team-based company culture.
Responsibilities of the Insurance Agent (P&C)
- Serve as liaison between insurance agencies and clients
- Establish and maintain strong client relationships for individuals and businesses
- Communicate regularly with clients to address inquiries, review insurance needs, and recommend appropriate updates or additional coverage options
- Analyze clients' insurance requirements and provide clear and comprehensive explanations of products that meet their needs
- Collaborate with underwriting, claims, and sales departments for seamless client service
- Review and process policy documentation, endorsements, and renewals accurately
- Support clients through the claims process, initiating claims, and liaising with adjusters
- Follow up on claims status, ensuring efficient resolution for clients
- Maintain accurate client records and policy details in database
- Ensure compliance with industry regulations and company guidelines
- Prepare reports and perform additional tasks as required
Qualifications of the Insurance Agent (P&C)
- License for P&C insurance
- In-depth knowledge of commercial lines insurance products, coverages, and policies, with the ability to explain complex insurance concepts clearly to clients
- Must have the ability to understand clients' business needs and provide tailored insurance solutions
- Excellent communication, interpersonal, and customer service skills
- Strong analytical and problem-solving skills
- Comfortable with technology
- Proactive, thoughtful, and thorough, with excellent organizational and time management skills