Job Description

• Provide advice and counsel on personal lines matters to clients within an assigned personal lines book of business.
• Meet daily servicing needs of our clients.
• Ensure maximum retention of assigned personal lines book of business, and work pro-actively to re-market policies whenever appropriate.

• Provide outstanding customer experience to the client through communication and willingness to help.
• Maintain renewal and expiration lists for client policies.
• Complete quotes on renewing insurance policies through online rating tool or carrier websites.
• Round out monoline accounts by offering quotes for additional lines of business.
• Create auto ID cards.
• Run various reports, scanning, processing of policies and policy changes.
• Maintain relationships with carrier underwriters.
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform special projects or other duties at management’s request.

• Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
• Strong attention to detail is necessary.
• Must project a positive attitude, be approachable, and exhibit a professional appearance, manner, and demeanor.
• The candidate must maintain an organized work environment and perform basic math skills (addition, subtraction, multiplication & division).
• Prior insurance experience is required and a working knowledge of AMS360 is a plus.
• Candidate must have a General Lines Property & Casualty insurance license per state requirements.
• Candidate must possess a 'team' mentality and display the ability to successfully work within a team structure.
• Minimum two years’ experience in similar position is desirable.