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The Personal Lines Representative position provides customer service duties for customer accounts and transactions in support of the production of the business. This role will support our high-net-worth customers.
Job Responsibility:
Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client’s needs, including risk and the identification and resolution of underwriting or policy issues
Responsible for retaining the current book of business
Correspond and maintain contact with State Agencies regarding new and renewal business
Responsible for the day-to-day account management of client accounts
Prequalifying and analyzing prospect's coverage needs
Actively soliciting enhancements in coverage (Cross-Selling/Rounding accounts) through sales to existing clients
Seeking Referrals from current client base for new business prospects
Operate a laptop/computer and appropriate software packages or their equivalent
Routine or periodic travel is required, which may require the teammate to drive their own vehicle or a rental vehicle.
Requirements:
High school diploma or equivalent
Proficient with MS Office Suite, especially Outlook, Word, Excel, PowerPoint
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position
Minimum 1 year experience in a similar position, especially working with HNW clientele. (preferred)
Working knowledge of AMS360 and ImageRight (preferred)
Property and Casualty license
Meet requirements for licensing as directed by the branch/agency.
Nice to have:
Minimum 1 year experience in a similar position, especially working with HNW clientele. (preferred)
Working knowledge of AMS360 and ImageRight (preferred)
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.