Insurance Property and Casualty Account Associate

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry
• Health Insurance, Dental, Vision, Life and other insurance options
• 401(k) Plan with company match

Provide service

• Update policies
• Provide quotes
• Take payments
• Answer questions
• Provide documentation

Customer Interaction

• Answer customer calls and correspondence
• Understand client needs
• Gather necessary data
• Research policy options
• Present options
• Finalize and bind new coverage
• Negotiate with carriers when necessary

Product Information

• Confer with customers to provide detailed information
• Review audits or policies
• Verify accuracy
• Facilitate client needs with the carriers

Record Keeping

• Maintain records of customer interactions and transactions
• Record details of inquiries, comments, and actions taken in the agency management system

Team Collaboration

• Collaborate with team members
• Provide expertise
• Answer questions
• Participate in formal and informal meetings as needed

Qualifications

• Possess insurance license required by your state
• Have Property and Casualty lines insurance account management experience (two or more years preferred)
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
• Demonstrate strong customer focus and an excellent phone manner
• Show strong written and verbal communication skills and excellent math and reading skills
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow up skills
• Able to handle difficult situations with customers and solve complex problems without direct supervision
• Have excellent time management skills with a personal accountability mindset
• Possess technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation

About the Role

• Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs
• Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price

Schedule

• This employment opportunity is available at the organization listed at the top of this page

Pay

• Your application will go directly to the organization that posted this employment opportunity

Organization

Ash Group, LLC