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Personal Lines Policy Specialist

Role overview

Qualifications

  • Current PC Producer license
  • Minimum of 4 years related experience
  • Strong organizational and time management skills
  • Excellent verbal and written communication skills

Responsibilities

  • Complete policy reviews for existing clients including renewal and mid-term
  • Complete new and existing client sales for select agencies
  • Cross sell account round and manage brokered/excess line renewals
  • Maintain client files using agency management system

Key facts

Other skills

  • Sales Acumen
  • Self-Motivation
  • Organizational Skills
  • Time Management
  • Prioritization
  • Strong Work Ethic
  • Communication
  • Relationship Building

About the company

Agency Administrators, Inc. logo

Agency Administrators, Inc.

Company details

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Job description

Advance your Insurance Career with Agency Administrators


Job Profile and Description:

Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Policy Specialist to join our award-winning team.

Agency Administrators, Inc. is 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 P&C Producer license
Experience Required: 4 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 4 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License
  • Experience with Applied EPIC a plus.

Salary and Benefits:

Pay: $48,000 to $62,000 per year

Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.



Email us: Careers@agencyadmins.com






Compensation: $55,000-$62,000

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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