Job Description

Personal Lines Agent- Wilmington, NC
 
Summary:
Established Insurance agency seeking a sales-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.
• Perform special projects as directed by the VP, Personal Lines.
• 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

 
 Requirements:

• 2+ years of experience handling Personal Insurance Accounts
• Proven sales experience
• Ability to meet/w clients and discuss insurance mitigation strategies
• Experienced w/TAM 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.
• High School Diploma: Bachelor's Degree preferred but not required

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