What are the responsibilities and job description for the Personal Insurance Sales Executive/ Producer position at The Jonus Group?
Summary
Job Description
Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Personal lines insurance coverages.
Job Description
Job Description
Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Personal lines insurance coverages.
Job Description
- Full knowledge of insurance products and usages
- Ability to advise and consult with clients
- Manage workflow of assigned book of business and delegate workflow
- Maintain accounts in accordance with organizational guidelines
- Service and monitor account activity.
- Call existing insured to compliment or “round out” personal accounts.
- Work strategically with sales staff to optimize relationships and protect client’s business.
- Review policies and coverage for accuracy and rating calculations.
- Process endorsements, placement requests and invoicing.
- Complete and prepare certificates, proposals, policy summaries and reviews.
- Develop and maintain excellent relationships with our partners, carriers, and vendors.
- Responsible for marketing process & quoting new and renewal business
- 2 years of experience handling Personal Insurance Accounts
- Ability to meet with clients and discuss insurance mitigation strategies
- Experienced with Applied Epic or equivalent agency management system
- Must hold an active state P&C License.
- Excellent Customer Service and Organizational skills.
- Strong written and verbal communication skills.
