Personal Lines Hybrid Agent (Greenfield, IN)

Personal Lines Hybrid Agent (Greenfield, IN)

Posted 1 week ago
Purpose

This position is responsible for the sale of the Agency’s Insurance products.

Responsibilities:

  • Sell and service new and existing accounts.
  • Performs sales and service functions for targeted markets, programs, and sale of additional coverages as assigned by performing the following duties.
  • Initiating and follow-up with customers and carriers to sell or resolve problems, answer questions, correspondence, and reports.
  • Prepares, processes, reviews, and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc.
  • Contacts current and prospective customers to sell and explain coverage gaps, account rounding and solicitation of new business within market area.
  • Prepares and presents proposals, quotes and recommends coverages based on customer needs and sales of appropriate coverages.
  • Assists customer and arranges payment terms in accordance with established guidelines.
  • Performs in a manner that will prevent errors and omissions.
  • Collects delinquent accounts on Agency billed policies.
  • Prepares and calculates premiums, invoicing, commissions, and other accounting related functions.
  • Attends sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments, trends, regulations in the market place.
  • Consultants must use AMS 360 to input activities that relate to their accounts.
Requirements:
  • Experience: Three (3) to five (5) years experience in insurance industry.
  • Education requirement: College degree in business or sales preferred.
  • Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access, PowerPoint).
  • Must be licensed per state requirements.
  • Must be able to understand and analyze insurance coverage’s, forms, procedures, and policy rating systems.
  • Should have thorough understanding of insurance underwriting and coverage’s.
  • Must desire to acquire advanced insurance designations.
  • Proficient in AMS 360 insurance software.
  • Professional designation is a plus.
  • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact, and diplomacy.

Job Features

Job CategoryFull Time Positions

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