What are the responsibilities and job description for the Insurance Agency Account Representative position at The Philadelphia Contributionship?
The Philadelphia Contributionship is the oldest successful property and casualty insurance company in the United States, having been founded by Ben Franklin in 1752. We write homeowners insurance in Pennsylvania, New Jersey, Delaware, Maryland, and Virginia. We have an A- (Excellent) rating from A.M. Best and have been consistently recognized as one of the Top Workplaces in the Philadelphia area. We currently have an opening for a licensed property & casualty agent to provide best in class service to the customers of our in-house agency, The Franklin Agency.
POSITION SUMMARY:
The Franklin Agency Account Representative is responsible for providing best-in class service to all Franklin Agency clients while managing and maintaining the profitability of a book of in-house personal property business.
POSITON RESPONSIBILITIES:
- Respond to service requests and resolve issues regarding policy information from Franklin Agency policyholders in a pleasant and friendly manner. Such requests may come via the phone, email or hard copy correspondence.
- Apply your knowledge and skills in order to ensure that client needs are matched with the appropriate coverage. When recommendations for coverage are declined, provide the appropriate documentation in the Hawksoft system.
- Respond to service requests the same day whenever possible. If same-day requests are not possible on any request or transaction, set realistic expectations with clients and deliver as promised by any committed due dates.
- Submit new business or requests for increasing coverage above binding authority to underwriting for approval with complete and accurate information based on company underwriting guidelines and authorities.
- Respond to requests for quotes generated by customers obtaining quick quotes on the company’s website.
- Work with underwriters to help achieve and maintain acceptable Loss Ratio and Retention Ratios per company standards.
- Round out and cross sell existing accounts by promoting additional company products – ex: flood, umbrella, additional endorsements, etc.
- Use the Hawksoft Agency Management System as your primary source of documentation and future information resource for all service calls and transactions for each Franklin client.
- Generate written correspondence via Hawksoft to Franklin policyholders in response to requests on underwriting and claim inquiries.
- Assist in the development of strategies to generate additional premium and coverages for the Franklin Agency while maintaining profitability of the book.
- Prepare and maintain a variety of reports using data from Hawksoft and the Key.
- Participate in special projects as required.
MINIMUM EDUCATION AND EXPERIENCE:
Current P&C license. Some college preferred. Minimum 3 years service experience in personal lines insurance. Working knowledge of insurance agency management systems (strong preference for Hawksoft experience). Superior customer service skills. Ability to analyze data and develop strategies to maintain profitable business.
Salary : $60,000 - $72,000
