Personal Lines Retention Agent (Remote)

Our team is growing, and we are looking for a "people person" who is passionate about helping others. If you like learning new skills and tackling challenges, this is the right fit for you. The Personal Lines Retention Agent provides a high level of service to our individual clients and helps us maintain strong relationships with our customers.
 

We are the perfect fit if you…

• Are driven by competition.
• Enjoy participating in competitive Sales incentive contests held throughout the year.
• Want to work for the #1 Personal Lines Broker in the US.
• Are seeking a progressive work environment at a rapidly growing organization.
• Leverage your internal resources to assist your customers.
• Have a desire to help others protect their future.
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
• Are focused on learning and development to enhance your industry knowledge and expertise.
• Are well organized and maintain a well-established follow up process.
• Have great verbal and written communication.
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business.
• Believe in integrity and building success by developing relationships with others.

Responsibilities:

• Successfully work in a call center type of environment.
• Process endorsement requests for personal lines insurance policies; secure pricing from carrier if needed.
• Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier.
• Maintain follow-up system with insurance carriers to ensure requests are processed timely.
• Furnish underwriters with additional information as requested.
• Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request.
• Process lost policy release forms; transmit correspondence to insureds and carriers.
• Perform other specific duties and projects as assigned by management.
• Daily manage the agency interface system (download); ensure all transactions are matched so revenue is recorded accurately by month end.
• May provide sales support, which includes rating policies and entering policy information into database.
• Pursue a program for personal and professional development.

Qualifications:

• High school graduate or equivalent (some college a plus).
• 1+ year experience in sales or customer service.
• Embrace the latest technologies available.
• Excellent customer service and communication skills.
• Proficient in computer skills and basic software packages.
• Intermediate to expert computer acumen.
• Acts decisively and demonstrates good judgment.
• Strong oral and written communication skills.
• Strong attention to detail with excellent time management and decision-making skills

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