What are the responsibilities and job description for the Personal Lines Policy Specialist (Personal Lines Account Manager) position at The Misch Group?
Personal Lines Policy Specialist
Job Profile and Description:
We are expanding, and we have an opening for a Personal Lines Policy Specialist to join our award-winning team.
We are an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.
We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.
As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.
Position Type: Full - Time
Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST
Education Required: Current PC Insurance Producer License
Experience Required: 3 Years minimum
Job Responsibilities:
Complete policy reviews for existing clients- Renewal and Mid-Term
Reviews involve coverage counseling, completion/updating of RCE, policy endorsements, etc.
Complete new and existing client sales for select agencies -
Quotes completed in comparative raters/ directly through carrier websites
Cross sell Account Round
Brokered/Excess Line Renewals - Obtain renewal offer, obtain completed documents, collect payment and send bind request for brokered policies.
Maintain Client Files - Use of agency management system to properly note interactions, secure documents and to allow seamless interactions between departments and agency owners.
Skills and Specifications:
To excel in this position, the ideal candidate should possess the following qualities:
Self-motivated with a drive to expand their insurance knowledge
Strong organizational, time management, and prioritization skills
Solid work ethic and commitment to delivering exceptional service
Excellent verbal and written communication skills to ensure professional and concise communication
Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport
Must possess a minimum of 2 years of related experience and a valid Property Casualty (PC) Insurance Producer License
Salary and Benefits:
Pay: $48,000 to $62,000 per year
401K with company match
Paid Time Off
Group Health Insurance with company contribution
Short Long term disability, Vision Insurance and $20,000 of term life insurance with option to purchase additional life, dental and other plans
Salary : $48,000 - $62,000
