What are the responsibilities and job description for the Personal Insurance Agent position at Noyes Hall & Allen Insurance?
The customer relations agent works closely with our personal insurance clients providing specialized in-depth service. This person is a problem solver who enjoys building relationships by providing knowledgeable advice and customized insurance solutions for our clients.
Job Description:
- Answering client requests for coverage information; comparing insurance options; complex claims or billing issues.
- Performing account reviews with existing clients. Recommending improvements to clients’ insurance programs. Writing related new policies or making any resulting policy changes.
- Monitoring and investigating abnormal policy-level rate activity. Remarketing accounts when appropriate. Presenting and explaining alternatives to clients.
- Monitoring and controlling the renewal process for non-automatic policies to help clients maintain coverage without lapse.
- Communicating effectively with company personnel and clients to obtain underwriting information and resolve questions or concerns on in-force business.
- Maintaining positive and professional relationships with clients, co-workers and insurance company personnel.
- Developing and maintain strong technical knowledge of personal insurance coverages, rating, and insurance companies’ programs.
- Documenting all required information in the agency’s computer system to maintain current file data. Processing daily work in an efficient, thorough and timely manner.
- Performing clerical functions, including: answering overflow incoming agency phone calls; taking client payments; writing client correspondence; and other duties as assigned or necessary.
Qualifications
- A bachelor's degree or equivalent experience preferred
- A P&C Insurance license or the ability to obtain one within the first 6 months
- Experience working with the public
- Strong verbal and written communication skills
- Excellent customer service skills
- Strong organization and problem solving skills
- Strong analytical skills
- A positive outlook and a desire to help others