What are the responsibilities and job description for the Licensed Insurance Agent position at South Shore Insurance Underwriters?
Purpose
The Insurance Producer interacts with customers, guiding them through the insurance application and binding processes, servicing their account from inception through renewal, intaking and reporting claims, and handling and resolving complaints.
Responsibilities & Duties
• Provide and maintain exemplary customer service rapport by quickly and effectively addressing any needs
• Develop insurance quotes, make sales presentations, and close sales
• Maintain a knowledge of the Insurance market and new products
• Recognize and seek the opportunity to cross-sell products based on a thorough assessment of the customer’s needs
• Process and complete endorsements (policy changes) and cancellations, following carrier guidelines
• Organize and work with detailed records, maintaining updated files for each insured
REQUIREMENTS
Education & Experience
• High school diploma or Equivalent
• Possesses an active Property & Casualty license in the state of Alabama
• Working knowledge of Windows PC, Microsoft Word, Outlook and Excel is required
• Insurance sales experience of at least one year preferred
Knowledge, Skills & Abilities
• Goal-oriented and focuses on achieving those goals
• Communicates in detail when conveying technical information and preparing written correspondence in a clear and concise manner
• Tactfully navigates stressful or difficult situations
• Responds to inquiries in a timely and professional manner
• Possesses excellent service skills and the ability to effectively interact with others
• Employs strong organization skills and the ability to plan, control and coordinate activities
• Develops an understanding of and follows business practices
• Offers alternative recommendations to issues within the area of functional responsibility
• Thrives in a team environment and positively influences others by actions and example
Physical Requirements
To perform this job successfully, an individual must possess the physical ability to satisfactorily perform each essential function. Specific abilities include:
• Ability to sit or stand for extended periods of time
• Ability to repetitively use fingers and hands
• Ability to look at and read computer monitors for extended periods
EEOC Statement
South Shore Insurance Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, SSIA, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
South Shore Insurance Companies expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of South Shore Insurance Companies employees to perform their job duties may result in discipline up to and including discharge.
