Insurance Agent – Commercial Lines

Insurance Agent – Commercial Lines

Requirements

• Communicate and work with policyholders and associates at all levels.
• Accurately answer questions from policyholders, in coordination with other departments and divisions as necessary.
• Learn to collect pertinent information from policyholders and educate them on each type of insurance in order to make recommendations based on their needs.
• Learn how to and then perform frontline underwriting in accordance with Company underwriting guidelines and rules on assigned new business applications, renewals, and endorsements.
• Learn the process and then bind coverage for policyholders in accordance with applicable eligibility rules and guidelines.
• Collect pertinent information from policyholders to timely and accurately open claims.
• Make computer inquiries and entries relating to policyholder accounts.
• Coordinate with lenders and mortgage companies.
• Communicate and explain non-renewal and cancelation decisions to policyholders.
• Study, obtain, and maintain non-resident licenses required by the Company or statute within the timeline established by the Company.
• Work with confidential and/or sensitive information, data, and matters in accordance with Company standards.
• Ensure accurate insurance coverage is provided to customers.
• Maintain punctual attendance according to an assigned work schedule at a Company approved work location.

Responsibilities

• Assist policyholders with servicing policies and evaluating coverages for cross-selling opportunities.
• Process requests from policyholders and answer policyholder questions regarding existing business.

Preferred Qualifications

• Several years of related experience and/or training or Bachelor’s degree is required. This requirement may be waived or changed, at Company discretion, by prior education and/or experience.
• A minimum of two years of customer service experience is preferred.